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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM none

BDO USA WEALTH ADVISORS, LLC

CRD 328278

JACKSONVILLE, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:13bc2875-287f-1946-cb95-dcdefe916a00

Data as of Sep 5, 2023 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Aug 29, 2023 to Sep 5, 2023
3 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $0Item 5.F on the latest filing (2023-09-05); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Advisors on IAPD: 0
Employees: 7
Advisory employees: 5
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 0
Individual clients: 0
High net worth clients: 0
Custody, client assets: $0
SEC number: 801-128801
CRD: 328278
Filings on the tape: 3
First filed: Aug 29, 2023
Latest filed: Sep 5, 2023
Organised: Limited Liability Company, Delaware

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BDO USA, P.A.	MANAGING MEMBER	E	yes	08/2023	Aug 29, 2023	Sep 5, 2023
BDO WA HOLDCO, LLC	MANAGING MEMBER	E	yes	08/2023	Aug 29, 2023	Sep 5, 2023
BIEGEL, MARK, DAVID	President	Na	yes	08/2023	Aug 29, 2023	Sep 5, 2023
CALHOUN, LYNN, GARY	VICE PRESIDENT AND TREASURER	Na	yes	08/2023	Aug 29, 2023	Sep 5, 2023
GRIMMER, JUDITH, ANNE	Secretary	Na	yes	08/2023	Aug 29, 2023	Sep 5, 2023
MURRAY, MATTHEW, PAUL	CHIEF COMPLIANCE OFFICER	Na	yes	08/2023	Aug 29, 2023	Sep 5, 2023
OKAMURA, RYUICHI	CHIEF OPERATING OFFICER	Na	yes	08/2023	Aug 29, 2023	Sep 5, 2023

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
BDO CAPITAL ADVISORS, LLC	n/a	n/a	n/a	N	yes	n/a
BDO USA, P.A.	n/a	n/a	n/a	Y	yes	n/a
GREEN WAGON, LLC	n/a	n/a	n/a	N	yes	n/a
SPACKLER INSURANCE COMPANY, INC.	n/a	n/a	n/a	N	yes	n/a

Relationships

Controls (7)

← BIEGEL, MARK, DAVIDOwnerPRESIDENT, ownership code NA, individual
Aug 29, 2023 to presentfactForm ADV
← MURRAY, MATTHEW, PAULOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Aug 29, 2023 to presentfactForm ADV
← CALHOUN, LYNN, GARYOwnerVICE PRESIDENT AND TREASURER, ownership code NA, individual
Aug 29, 2023 to presentfactForm ADV
← OKAMURA, RYUICHIOwnerCHIEF OPERATING OFFICER, ownership code NA, individual
Aug 29, 2023 to presentfactForm ADV
← GRIMMER, JUDITH, ANNEOwnerSECRETARY, ownership code NA, individual
Aug 29, 2023 to presentfactForm ADV
← BDO USA, P.A.OwnerMANAGING MEMBER, ownership code E, domestic entity
Aug 29, 2023 to presentfactForm ADV
← BDO WA HOLDCO, LLCOwnerMANAGING MEMBER, ownership code E, domestic entity
Aug 29, 2023 to presentfactForm ADV

Dated events

Occurred
Aug 29, 2023
First Form ADV filing
Bdo Usa Wealth Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:13bc2875-287f-1946-cb95-dcdefe916a00
First observed: Aug 29, 2023
Last observed: Sep 5, 2023 37 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BDO USA WEALTH ADVISORS, LLC

CRD 328278

JACKSONVILLE, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:13bc2875-287f-1946-cb95-dcdefe916a00

Data as of Sep 5, 2023 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:47 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BDO USA, P.A.

MANAGING MEMBER

yes

08/2023

Aug 29, 2023

Sep 5, 2023

BDO WA HOLDCO, LLC

MANAGING MEMBER

yes

08/2023

Aug 29, 2023

Sep 5, 2023

BIEGEL, MARK, DAVID

President

yes

08/2023

Aug 29, 2023

Sep 5, 2023

CALHOUN, LYNN, GARY

VICE PRESIDENT AND TREASURER

yes

08/2023

Aug 29, 2023

Sep 5, 2023

GRIMMER, JUDITH, ANNE

Secretary

yes

08/2023

Aug 29, 2023

Sep 5, 2023

MURRAY, MATTHEW, PAUL

CHIEF COMPLIANCE OFFICER

yes

08/2023

Aug 29, 2023

Sep 5, 2023

OKAMURA, RYUICHI

CHIEF OPERATING OFFICER

yes

08/2023

Aug 29, 2023

Sep 5, 2023

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

BDO CAPITAL ADVISORS, LLC

n/a

yes

n/a

BDO USA, P.A.

n/a

yes

n/a

GREEN WAGON, LLC

n/a

yes

n/a

SPACKLER INSURANCE COMPANY, INC.

n/a

yes

n/a