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W••••• A••• G••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)19 years in industry

W••••• A••• G••••••

Advisor at K• R• F•••••••• L••

PRINCETON, NJ

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Search this name across graphsid dfx:ria:362857df-e50d-7463-60d3-8ab52cac88a0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:15 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 2
Observed: Aug 9, 2019 to Sep 14, 2026

Across DFX

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

Private Equityidentity

W••••• A••• G••••••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Venture Capitalidentity

W••••• A••• G••••••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

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

Current firm: K• R• F•••••••• L••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 26, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
K• R• F•••••••• L••	Independent wealth	Feb 9, 2021	n/a	yes	PRINCETON, NJ	Current employment
R•••• C•••••• L••	Independent wealth	Aug 6, 2020	Nov 20, 2020	no	MANASQUAN, NJ

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
R•••• C•••••• L••	K• R• F•••••••• L••	Nov 20, 2020	Feb 9, 2021	81	Firm change	RIA to RIA
P•• C•••••• L••	R•••• C•••••• L••	Aug 3, 2020

Relationships

Registered with (5)

→ K• R• F•••••••• L••Registered adviserregistration: current employment
Feb 9, 2021 to presentfactForm ADV
→ R•••• C•••••• L••Registered adviserregistration: previous registration
Aug 6, 2020 to Nov 20, 2020factForm ADV
→ P•• C•••••• L••Registered adviserregistration: previous registration
Jul 1, 2020 to Aug 3, 2020factForm ADV
→ M•• W••••• L••

Dated events

Occurred
Apr 24, 2026
Advisor owns new adviser
W••••• A••• G••••••, registered through K• R• F•••••••• L•• (Princeton, NJ), is a direct owner of Plh Family Office, LLC, an adviser first registered 2026-04-24; in 2023-2025, 164 of 330 such owners registered at this class of firm moved to the new adviser within a year, median 92 days after the filing
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:362857df-e50d-7463-60d3-8ab52cac88a0
First observed: Aug 9, 2019
Last observed: Sep 14, 2026 8 days ago
Source families: Federal regulator filings
1 registered feed 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.