DFX Intelligence

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

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RIA / WealthRegistered adviserState registeredState registeredRAUM under $100M

T•••••••• W•••••

T•••••••• W•••••, P.A., CRD 142080

PONTE VEDRA BEACH, FL

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Search this name across graphs

Data as of Jul 20, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 5:10 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jul 20, 2026 to Jul 20, 2026
1 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: state registeredderivedon the IAPD state feed, not SEC-registered
Regulatory AUM: $74.3M••• Locked
Discretionary RAUM: $74.0M
Private client RAUM: $73.8Mderived••• Locked
Private client share: 99%derivedprivate client RAUM over total RAUM
Employees: 7
Advisory employees: 3

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
D•••• L•• W••••••	n/a	PONTE VEDRA BEACH, FL	2	32	n/a	no
N••• E•••••••• W•••••	n/a	PONTE VEDRA BEACH, FL	2	14

Advisor flows

••• Locked

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	n/a	0	0	0	1	0

Relationships

Registered with (3)

← G•••••• L•••• C•••••Advisorregistration: current employment
Jan 16, 2026 to presentfactForm ADV
← N••• E•••••••• W•••••Advisorregistration: current employment
Nov 3, 2023 to presentfactForm ADV
← D•••• L•• W••••••Advisorregistration: current employment
Nov 1, 2023 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jul 20, 2026
Last observed: Jul 20, 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.