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

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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

W•••••• P•••••• W•••••

W•••••• P•••••• W•••••, LLC, CRD 131063

BRIDGEVILLE, PA

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Search this name across graphsid dfx:ria:1b41346a-75b0-0a58-6dec-5110a89076a5

Data as of Aug 4, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:03 AM UTC and rebuilt at most every 15 minutes.

Relationships: 80
Dated events: 25
On other graphs: 1
Observed: Feb 1, 2013 to Aug 4, 2026
66 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

W•••••• P•••••• W•••••

P•••••• equity manager · shared crd

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: $5.5BItem 5.F on the latest filing (2026-08-04); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $5.3B
P•••••• client RAUM: $5.5BderivedItem 5.D individuals plus high net worth individuals
P•••••• client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 43
RAUM per advisor

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first; showing 25 of 43

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
J••• J••••• W••••••	n/a	BRIDGEVILLE, PA	21	38	2	no
M•••••• A••• H•••••••	Certified Financial Planner	BRIDGEVILLE, PA	21	24

P•••••• funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
W•••••• P•••••• E••••• F••• I• L•••	n/a	$0	Aug 4, 2026	0	Aug 4, 2026	reported	021-40034

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
F••••••• R•••	MEMBER AND BOARD OF MANAGERS MEMBER	Na	yes	01/2018	Aug 4, 2026	Aug 4, 2026
G••••••••• B•••••••• M••••••	CHIEF INVESTMENT OFFICER, MEMBER, AND BOARD OF MANAGERS MEMBER	Na	yes	04/2015	Aug 4, 2026

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Plymouth	Mi	United States	1	no
Wayne	Pa	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	P•••••• funds	Fund GAV

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	5	-4	11.6%	0	2	0	3	9

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$5.5B	$4.5B	21.7%	$3.6B	15.5%	70	68	3	2

Relationships

Registered with (70)

← Aaron FilbeckAdvisorregistration: current employment
Aug 26, 2026 to presentfactForm ADV
← Devin BurgessAdvisorregistration: current employment
Aug 4, 2026 to presentfactForm ADV
← Joshua Arthur Ryan RennertAdvisorregistration: current employment
May 6, 2026 to presentfactForm ADV
← Tyler Mock

Dated events

3 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Aug 25, 2026
Advisor changed firm
Sarah E•••••••• Veverka left W•••••• P•••••• W••••• for Guyasuta Investment Advisors, Incorporated (registered 2026-09-06)
Form ADVobserved 7 days ago
Occurred
Jul 30, 2026
Advisor changed firm
Samantha Spitzer Sheetz left W•••••• P•••••• W••••• for Confluence Financial Partners (registered 2026-07-31)
Form ADVobserved 7 days ago
Occurred
May 13, 2026
Advisor changed firm
Zachary Arno Greenman left W•••••• P•••••• W••••• for Fifth Third Securities, Inc. (registered 2026-08-05)
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1b41346a-75b0-0a58-6dec-5110a89076a5
First observed: Feb 1, 2013
Last observed: Aug 4, 2026 49 days 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.