DFX Intelligence

V•••••• W•••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

V•••••• W•••••

V•••••• W••••• LLC, CRD 329666

WEST LINN, OR

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Search this name across graphsid dfx:ria:15b27475-290c-d861-637b-b7b8479841c7

Data as of Jul 7, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:16 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 7
On other graphs: 0
Observed: Apr 18, 2024 to Jul 7, 2026
12 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: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $667M••• Locked
Discretionary RAUM: $640M
Private client RAUM: $666Mderived••• Locked
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $167Mderived

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
P•••••• J• H••••	n/a	WEST LINN, OR	2	16	2	no
D••••• F•••••••••	n/a	WEST LINN, OR	2	11

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
H••••• P••••••• J•	MANAGING MEMBER AND WEALTH ADVISOR	D	yes	05/2024	May 31, 2024	Dec 12, 2024
S••••••••• L••••• C•••••••	CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER	D	yes	05/2024	May 31, 2024	Dec 12, 2024

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 3, 2026

Advisor flows

••• Locked

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	2	0

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$667M	$305M	119.0%	n/a	n/a	5	5	0	0

Relationships

Registered with (4)

← M••••• K•• R•••Advisorregistration: current employment
Aug 28, 2024 to presentfactForm ADV
← L•••• C••••••• S•••••••••Advisorregistration: current employment
Jun 4, 2024 to presentfactForm ADV
← P•••••• J• H••••Advisorregistration: current employment
Jun 3, 2024 to presentfactForm ADV
← D••••• F•••••••••

Dated events

Occurred
Feb 3, 2026
Regulatory AUM changed
V•••••• W••••• reported RAUM $667.2M, up 119% from $304.6M (2025-10-09 to 2026-02-03)
Form ADVobserved 7 days ago
$363M
Occurred
May 31, 2024
Control person joined
Consuelo Laura Steagall-Cissell (Chief Executive Officer And Chief Compliance Officer) appeared on Schedule A of V•••••• W•••••
Form ADVobserved 7 days ago
Occurred
May 31, 2024
Control person joined
J Patrick Haley (Managing Member And Wealth Advisor) appeared on Schedule A of V•••••• W•••••
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:15b27475-290c-d861-637b-b7b8479841c7
First observed: Apr 18, 2024
Last observed: Jul 7, 2026 2 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.