DFX Intelligence

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

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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

T•••••••• W•••••• L••

CRD 322924

VADNAIS HEIGHTS, MN

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Search this name across graphsid dfx:ria:43d06234-9eb2-9f07-8ba7-31e0e10b3877

Data as of Jun 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:17 PM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 2
On other graphs: 0
Observed: Aug 4, 2022 to Jun 9, 2026
28 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: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $193M••• Locked
Discretionary RAUM: $193M
Private client RAUM: $193Mderived••• Locked
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 8
RAUM per advisor: $24.1Mderived

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
B•••• J•••••• J•••	n/a	VADNAIS HEIGHTS, MN	4	15	4	no
W••• K•••• J••••••	n/a	VADNAIS HEIGHTS, MN	4	11

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
J•••• B••••• J••••••	MANAGING MEMBER & CHIEF INVESTMENT OFFICER	D	yes	06/2022	Aug 4, 2022	Aug 15, 2024
J••••••• W•••• K••••	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	yes	06/2022	Aug 4, 2022	Aug 15, 2024

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
W••••• I••••••••• L••	n/a	n/a	n/a	Y	no	n/a

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 23, 2026

Advisor flows

••• Locked

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
2	0	2	0.0%	0	0	0	2	0

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$193M	$144M	34.0%	$38.5M	71.0%	8	5	0	0

Teams in

••• Locked

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
G•••• W••••• F••••••••	4	Aug 8, 2022	Oct 11, 2022	SHOREVIEW, MN	Team lift out	RIA to new firm	16.7%

Relationships

Registered with (8)

← M•••••• N•••••Advisorregistration: current employment
Jun 9, 2026 to presentfactForm ADV
← A••••• T•••••• S••••••Advisorregistration: current employment
Jan 28, 2026 to presentfactForm ADV
← S••• G••••• J••••••Advisorregistration: current employment
Jan 14, 2026 to presentfactForm ADV
← P•••••• C•••• M••••••

Dated events

Occurred
Aug 8, 2022
Team lift-out
4 advisors left G•••• W••••• F•••••••• (Vadnais Heights, MN) for T•••••••• W•••••• L•• within 8 days
Form ADVobserved 7 days ago
4 advisors
Occurred
Aug 4, 2022
First Form ADV filing
Wilian Financial Group filed its initial SEC registration (Form ADV)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:43d06234-9eb2-9f07-8ba7-31e0e10b3877
First observed: Aug 4, 2022
Last observed: Jun 9, 2026 3 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.