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E••••••• W••••• LLC, CRD 308002
HACKENSACK, NJ
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| C••••••••• R••••• C•••••••• | n/a | HACKENSACK, NJ | 6 | 15 | 3 | no |
| C•••••••• M•••• L•••• | n/a | HACKENSACK, NJ | PELHAM, MA | 5 | 10 |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| C••••••• V••••••• L• | Real Estate Fund | $18.5M | Mar 30, 2026 | 1 | Jun 26, 2023 | reported | 021-478538 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| C••••••••• C••••••••• R••••• | MEMBER & CHIEF COMPLIANCE OFFICER | E | yes | 02/2020 | Aug 10, 2021 | Jun 30, 2024 |
| L••••• C••••••••• M•••• | CHIEF CLIENT OFFICER | Na | no | 06/2020 | Jun 26, 2023 | Jun 30, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| C••••••• P••••••• L•• | n/a | n/a | n/a | Y | yes | n/a |
| E••••••• T•• L•• | n/a | n/a | n/a | Y | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 30, 2026 |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 1 | 0 | 1 | 0.0% | 1 | 0 | 0 | 2 | 1 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $185M | $156M | 18.5% | $93.7M | 25.5% | 6 | 7 | 3 | 0 |
| no |
| J•••• L•• M••••••• | Certified Financial Planner | Simi Valley, CA | HACKENSACK, NJ | 5 | 10 | n/a | no |
| S••••• L•••• L•••• | n/a | HACKENSACK, NJ | 3 | 10 | n/a | no |
| R••• A• S•••• | n/a | HACKENSACK, NJ | 0 | 11 | 2 | no |
| $185M |
| $185M |
| 6 |
| 4 |
| 3 |
| 1 |
| n/a |
| 2024 | Mar 21, 2025 | $156M | $156M | 7 | 4 | 0 | 1 | n/a |
| 2023 | Mar 15, 2024 | $117M | $117M | 7 | 5 | 0 | 1 | $7.2M |
| 2022 | Mar 22, 2023 | $93.7M | $93.7M | 7 | 4 | 0 | n/a | n/a |
| 2021 | Mar 14, 2022 | $120M | $98.9M | 8 | 4 | 0 | n/a | n/a |