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E•••• WEALTH, LLC, CRD 300856
LOS ANGELES, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
Dated 2026-09-04 (filing); first seen by DFX 2026-09-15.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| A••••••• R••••••• A•••• F•••• L••• | Hedge Fund | $556M | Jul 10, 2026 | 255 | Sep 1, 2015 | reported | 021-247337 |
| A••••••• R••••••• A•••• F•••• L••• | Hedge Fund | $394M | Oct 18, 2024 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| B••••••••• D•••••• A••• | MANAGING PARTNER | Na | yes | 05/2020 | Jul 10, 2026 | Jul 10, 2026 |
| B•••••• E•••• S•••• | MANAGING PARTNER | Na | yes | 09/2020 | Jul 10, 2026 | Jul 10, 2026 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| E•••• G•• L•• | n/a | n/a | n/a | Y | no | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| CORONA DEL MAR | CA | United States | 3 | no |
| WEST PALM BEACH | FL | United States | 1 | no |
| n/a | n/a | n/a | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Apr 30, 2026 |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 6 | 7 | -1 | n/a | 1 | 3 | 0 | 17 | 11 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $17B | $28B | -37.6% | $10B | 19.2% | 96 | 99 | 4 | 4 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| I•••••••• A•••••••• L•• | 3 | Sep 4, 2026 | Jun 16, 2023 | LOS ANGELES, CA | Team lift out | RIA to RIA | 7.3% |
| M•• C•••••• M••••••••• L•• | 2 | Apr 21, 2026 | Feb 17, 2026 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| S•••••• A•••••• C•••••• M••••••••• L•• | 4 | Jun 9, 2026 | Jun 15, 2026 | DALLAS, TX | Firm absorbed | RIA to RIA | 100.0% |
| C••••••• B•• A•••••••• L•• | 2 | Sep 20, 2024 | Oct 2, 2024 |
Between their annual amendments for fiscal 2024 and 2025, 29 wealth managers (independent, mixed, broker-dealer, bank affiliated, national BD RIAs and wirehouses) with $1B or more of RAUM on the earlier filing reported a fall of 25% or more, $434.9B to $230.9B in total. Largest: G•••••• S•••• • C•• L•• $233.2B (2025-04-01) to $133.6B (2026-03-31), -43%; E••••••• M••••••••• L•• $35.9B (2025-03-28) to $21.5B (2026-03-27), -40%; N••••••••• A•••• M••••••••• L•• $31.7B (2025-04-01) to $5.0B (2026-02-19), -84%; E•••••••• P•••••••• S••••••••• I••• $29.3B (2025-03-31) to $17.3B (2026-04-13), -41%; E•••• A••••••• $27.7B (2025-03-28) to $17.3B (2026-04-30), -38%; M•••••• W••••• M••••••••• I••• $11.4B (2025-04-09) to $137M (2026-03-31), -99%.
| 160 |
| Mar 28, 2024 |
| dropped |
| 021-247337 |
| A••••••• R••••••• A•••• F•••• L••• | Hedge Fund | $298M | Jul 10, 2026 | 86 | Sep 1, 2015 | reported | 021-247336 |
| A••••••• R••••••• A•••• F•••• L••• | Hedge Fund | $245M | Oct 18, 2024 | 59 | Mar 28, 2024 | dropped | 021-247336 |
| E•••• • S••••••••• I• •• V•• L• | Other Private Fund | $214M | Jul 10, 2026 | 333 | Mar 28, 2024 | reported | 021-474741 |
| E•••• E••••• G••••• F••• I• L• | Other Private Fund | $183M | Jul 10, 2026 | 280 | Mar 31, 2021 | reported | 021-391847 |
| E•••• M••••••••• F••• I• •••••• L• | Real Estate Fund | $162M | Jul 10, 2026 | 293 | Mar 29, 2023 | reported | 021-457330 |
| E•••• R••• E••••• C•••• F••• I• ••••••••• L• | Real Estate Fund | $141M | Jul 10, 2026 | 283 | Mar 29, 2023 | reported | 021-463862 |
| E•••• S••••••••• V• •• V•• | Other Private Fund | $132M | Jul 10, 2026 | 236 | Jul 10, 2026 | reported | 021-550032 |
| E•••• S••••••••• V• ••••• L• | Other Private Fund | $125M | Jul 10, 2026 | 208 | Oct 8, 2024 | reported | n/a |
| E•••• M••••••••• F••• •••••• L• | Real Estate Fund | $122M | Jul 10, 2026 | 230 | Sep 9, 2019 | reported | 021-350162 |
| E•••• I••••••••• R••• E••••• F••• I• | Real Estate Fund | $106M | Jul 10, 2026 | 166 | Mar 31, 2021 | reported | 021-409507 |
| E•••• D••••••••• O••••••••• L• | Other Private Fund | $96.7M | Jul 10, 2026 | 234 | Mar 31, 2021 | reported | 021-370698 |
| E•••• S••••••••• F••• I•• ••• I••• L• | Other Private Fund | $93.8M | Jul 10, 2026 | 204 | Mar 29, 2023 | reported | 021-448137 |
| E•••• S••••••••• F••• I• ••• | Other Private Fund | $93.3M | Jul 10, 2026 | 153 | Mar 31, 2021 | reported | 021-403954 |
| E•••• S••••••••• •••• L• | Other Private Fund | $86.8M | Jul 10, 2026 | 243 | Mar 30, 2020 | reported | 021-359826 |
| E•••• I••••••••• R••• E••••• F••• I• •••••••• | Real Estate Fund | $85.4M | Jul 10, 2026 | 189 | Mar 31, 2021 | reported | 021-391669 |
| E•••• I••••••••• F••• I• L• | Other Private Fund | $84.0M | Jul 10, 2026 | 167 | Mar 29, 2023 | reported | 021-433601 |
| E•••• P•••••• E••••• O••••••••• F••• I• L• | Other Private Fund | $71.0M | Jul 10, 2026 | 132 | Mar 28, 2024 | reported | 021-474741 |
| E•••• O••••••••• R••• E••••• F••• I• L• | Other Private Fund | $66.4M | Jul 10, 2026 | 115 | Mar 29, 2023 | reported | 021-436418 |
| E•••• R•••••• S•••••••• F••• | Other Private Fund | $56.2M | Jul 10, 2026 | 170 | Mar 30, 2020 | reported | 021-356502 |
| E•••• S••••••• B••••• F••• •••••••• V••• L• | Other Private Fund | $55.1M | Jul 10, 2026 | 132 | Mar 29, 2023 | reported | 021-439734 |
| E•••• R••• E••••• C••••• F••• 1• L• | Real Estate Fund | $50.3M | Jul 10, 2026 | 85 | Oct 8, 2024 | reported | n/a |
| E•••• H••••••••• R••• E••••• F••• I• •• I••• L• | Real Estate Fund | $48.5M | Jul 10, 2026 | 124 | Mar 29, 2023 | reported | 021-430838 |
| E•••• G• S•••••• F••• I• L• | Other Private Fund | $45.4M | Jul 10, 2026 | 135 | Mar 31, 2021 | reported | 021-373474 |
| MANAGING MEMBER |
| E |
| yes |
| 10/2025 |
| Jul 10, 2026 |
| Jul 10, 2026 |
| H••• D••••• C••• | MANAGING MEMBER | Na | yes | 05/2019 | Jul 10, 2026 | Jul 10, 2026 |
| K•••••••• D•••••• L•••••• | MANAGING PARTNER | Na | yes | 09/2020 | Jul 10, 2026 | Jul 10, 2026 |
| P•••••• A•••••• D•••••• | MANAGING PARTNER | Na | yes | 09/2020 | Jul 10, 2026 | Jul 10, 2026 |
| S•••• M•••• E•••••• | MANAGING MEMBER | Na | yes | 05/2020 | Jul 10, 2026 | Jul 10, 2026 |
| S••••••• A•••• N•• | MANAGING MEMBER | Na | yes | 05/2020 | Jul 10, 2026 | Jul 10, 2026 |
| W•••••• B••••• H•••••• | CHIEF COMPLIANCE OFFICER AND GENERAL COUNSEL | Na | yes | 02/2024 | Jul 10, 2026 | Jul 10, 2026 |
| E•••• H•••••••• L•• | MANAGING MEMBER | E | yes | 01/2019 | May 31, 2019 | Oct 18, 2024 |
| H••• D••••• C••• | MANAGING PARTNER | C | yes | 05/2019 | May 31, 2019 | Oct 18, 2024 |
| K••••• D•••••• A•••• | Partner | Na | yes | 05/2019 | May 31, 2019 | Oct 18, 2024 |
| E••••• J•••• F•••••• | PRESIDENT AND CHIEF FINANCIAL OFFICER | Na | no | 09/2020 | Jul 10, 2026 | Jul 10, 2026 |
| $17B |
| $14B |
| 96 |
| 25 |
| 3 |
| 23 |
| n/a |
| 2024 | Mar 28, 2025 | $28B | $12B | 99 | 32 | 4 | 22 | n/a |
| 2023 | Mar 28, 2024 | $13B | $11B | 63 | 25 | 1 | 20 | $2.3B |
| 2022 | Mar 29, 2023 | $10B | $9.9B | 46 | 19 | 2 | 16 | $1.4B |
| 2021 | Mar 31, 2022 | $10B | $10.0B | 44 | 33 | 2 | 9 | $248M |
| 2020 | Mar 31, 2021 | $7.7B | $7.7B | 34 | 22 | 1 | 9 | $84.8M |
| 2019 | Mar 30, 2020 | $4.7B | $4.4B | 20 | 15 | 1 | 3 | $3.1M |
| LOS ANGELES, CA |
| Team lift out |
| RIA to RIA |
| 5.3% |
| CORONA DEL MAR, CA |
| Team lift out |
| Other |
| 100.0% |
| I•••••••• A•••••••• L•• | 2 | Aug 15, 2023 | Nov 28, 2023 | LOS ANGELES, CA | Team lift out | RIA to RIA | 33.3% |
| B•• A•• I••••••••• A••••••• L•• | 4 | Sep 14, 2020 | Jan 29, 2021 | LOS ANGELES, CA | Team lift out | RIA to RIA | 26.7% |
| J••• M••••• P•••••• W••••• A••••••• L•• | 10 | Jun 4, 2019 | Jun 6, 2019 | LOS ANGELES, CA | Team lift out | Ibd to new firm | 2.8% |
On Form ADV Schedule D 7.B.(1) filings dated 2024-01-01 to 2024-12-31 (the last year the SEC extract covers per fund), 232 advisers classed as wealth managers reported 515 private funds for the first time, $22.8B of gross asset value where reported. Most: G••••• A•••• M••••••••• L•• 43 (Hedge Fund); F•••• P••••••• W•••••• L•• 11 (Hedge Fund, Other Private Fund, Private Equity Fund); C•• A•••• M••••••••• L•• 11 (Private Equity Fund, Real Estate Fund); O•••• C•••••• 10 (Hedge Fund, Private Equity Fund); C••••• W••••• A•••••••• L•• 10 (Real Estate Fund); Pathstone 9 (Hedge Fund, Other Private Fund, Private Equity Fund).