DFX Intelligence

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

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RIA / WealthRegistered adviserstate registeredstate registeredRAUM under $100M

W••••• A••••••

W••••• A••••••, LLC, CRD 159093

DYER, IN

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Search this name across graphsid dfx:ria:38d5f0d6-833a-1f82-84cb-a1b441009f2d

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:01 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Mar 30, 2026 to Mar 30, 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: $88.5M••• Locked
Discretionary RAUM: $86.7M
Private client RAUM: $86.7Mderived••• Locked
Private client share: 98%derivedprivate client RAUM over total RAUM
Employees: 2
Advisory employees: 2

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
J•••• A•••••• V••••••••	n/a	DYER, IN	14	17	1	no
K•••••• J•••• M•••••••	n/a	DYER, IN	3	16

Relationships

Registered with (2)

← K•••••• J•••• M•••••••Advisorregistration: current employment
Nov 29, 2022 to presentfactForm ADV
← J•••• A•••••• V••••••••Advisorregistration: current employment
Nov 17, 2011 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:38d5f0d6-833a-1f82-84cb-a1b441009f2d
First observed: Mar 30, 2026
Last observed: Mar 30, 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.