DFX Intelligence

B•••• C•••• W••••• M••••••••• L••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserinstitutional managerSEC registeredRAUM 100m 1b

B•••• C•••• W••••• M••••••••• L••

CRD 314991

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Search this name across graphsid dfx:ria:28033689-cacb-14e1-7389-b966ac8de560

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:40 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: May 28, 2021 to Mar 31, 2026
11 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: institutional managerderivedprivate_client_share=0.08 fund_share=0.0 institutional_share=0.92 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $317M••• Locked
Discretionary RAUM: $26.2M
Private client RAUM: $26.2Mderived••• Locked
Private client share: 8%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $317Mderived

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
J•••••• W•••• B••••	n/a	FOREST, VA	3	17	2	no

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B••••• J••••••• W••••	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	yes	01/2021	May 28, 2021	Mar 29, 2024

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 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	0	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	$317M	$272M	16.8%	$243M	9.3%	1	1	0	0

Relationships

Registered with (1)

← J•••••• W•••• B••••Advisorregistration: current employment
Feb 6, 2023 to presentfactForm ADV

Controls (1)

← B••••• J••••••• W••••OwnerMANAGING MEMBER & CHIEF COMPLIANCE OFFICER, ownership code E, individual
May 28, 2021 to Mar 29, 2024factForm ADV

Dated events

Occurred
May 28, 2021
First Form ADV filing
B•••• C•••• W••••• M•••••••••, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:28033689-cacb-14e1-7389-b966ac8de560
First observed: May 28, 2021
Last observed: Mar 31, 2026 5 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.