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

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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

W••••• P••••••• G••••

WPG ADVISERS, LLC, CRD 291708

BALTIMORE, MD

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Search this name across graphsid dfx:ria:3cc37c8b-8f12-1947-a027-39894a7d8e8c

Data as of Mar 28, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:58 AM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 6
On other graphs: 2
Observed: Aug 27, 2018 to Mar 28, 2026
24 observations

Across DFX

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

Private Equityidentity

W•• F•••••••• G••••• L••

Private equity manager · shared crd

Independent Sponsorsidentity

W••••• P••••••• G••••

Capital provider to sponsors · shared crd

Facts

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

Firm class: independent wealth managerderivedprivate_client_share=0.77 fund_share=0.0 institutional_share=0.22 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $361MItem 5.F on the latest filing (2026-03-28); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $285M
Private client RAUM: $279MderivedItem 5.D individuals plus high net worth individuals
Private client share: 77%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
N••••••• P••• R••••	n/a	BALTIMORE, MD	4	11	n/a	no
S••••• J••••• G••••••	Certified Financial Planner	BALTIMORE, MD	1	26

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
Z•••• M•••••••• B••• A•••••••• F•••• L•	Private Equity Fund	$2.4M	Dec 3, 2024	14	Sep 8, 2021	reported	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
G••••••• S•••••• J•••••	Member	D	yes	09/2018	Oct 19, 2018	Dec 3, 2024
P•••••••• T•••• F•••••	MANAGING MEMBER	D	yes	09/2018	Oct 19, 2018

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	2	-1	50.0%	0	0	0	2	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$361M	$356M	1.3%	$255M	12.3%	6	8	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
I••••••••• S••••• H•••••••• L••	2	Dec 31, 2025	Dec 23, 2025	BALTIMORE, MD	Team lift out	RIA to RIA	50.0%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
C•••••••• I••••••••• R••••••• A•••••••• I•••	3	Nov 5, 2018	Jan 21, 2026	BALTIMORE, MD	Team lift out	Ibd to new firm	0.1%

Relationships

Registered with (7)

← T••• F••••• P•••••••Advisorregistration: current employment
Jan 21, 2026 to presentfactForm ADV
← P•••••• B••••••••Advisorregistration: current employment
Jan 1, 2026 to presentfactForm ADV
← S••••• J••••• G••••••Advisorregistration: current employment
Dec 3, 2024 to presentfactForm ADV
← N••••••• P••• R••••

Dated events

Occurred
Dec 31, 2025
Team lift-out
2 advisors left W••••• P••••••• G•••• (Baltimore, MD) for I••••••••• S••••• H•••••••• L•• on the same day
Form ADVobserved 7 days ago
2 advisors
Occurred
Dec 31, 2025
Advisor changed firm
Michael Brian Burchell left W••••• P••••••• G•••• for I••••••••• S••••• H•••••••• L•• (registered 2025-12-18)
Form ADVobserved 7 days ago
Occurred
Dec 31, 2025
Advisor changed firm
Dale Brian Foard left W••••• P••••••• G•••• for I••••••••• S••••• H•••••••• L•• (registered 2025-12-23)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3cc37c8b-8f12-1947-a027-39894a7d8e8c
First observed: Aug 27, 2018
Last observed: Mar 28, 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.