DFX Intelligence

E••••••••• F••••••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserState registeredState registeredRAUM under $100M

E••••••••• F••••••••

E••••••••• F••••••••, LLC, CRD 288413

MEMPHIS, TN

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Data as of Feb 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 5:07 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Feb 18, 2026 to Feb 18, 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: $82.3M••• Locked
Discretionary RAUM: $82.3M
Private client RAUM: $78.8Mderived••• Locked
Private client share: 96%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
W•••••• H••••••• Y••••	Certified Financial Planner\|Personal Financial Specialist	MEMPHIS, TN	9	17	2	no
D•••••• W•••••• Y••••	Certified Financial Planner	MEMPHIS, TN	8	18

Relationships

Registered with (2)

← D•••••• W•••••• Y••••Advisorregistration: current employment
Apr 5, 2018 to presentfactForm ADV
← W•••••• H••••••• Y••••Advisorregistration: current employment
May 19, 2017 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Feb 18, 2026
Last observed: Feb 18, 2026 7 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.