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

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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 1b 10b

W••••• • D••••• I••••••••• P•••••••• I•••

CRD 165022

DENVER, CO

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Search this name across graphsid dfx:ria:46ab86bd-f4a3-1055-8796-1acbc7ea84d8

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:08 AM UTC and rebuilt at most every 15 minutes.

Relationships: 43
Dated events: 13
On other graphs: 1
Observed: Nov 19, 2012 to Mar 27, 2026
38 observations

Across DFX

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

Real Estate Fundsidentity

W••••• • D••••• I••••••••• P•••••••• I•••

Real estate fund manager · shared crd

Facts

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

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=0.8 institutional_share=0.2 related_bd=true related_bank=false bd_reps=2.0
Regulatory AUM: $2.7BItem 5.F on the latest filing (2026-03-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $2.0B
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31; showing 25 of 33

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
J•• C•••••• I••••• F••• V•••• L•••	Real Estate Fund	$164M	Jul 8, 2024	273	Mar 30, 2020	reported	021-356046
J•• C•••••• I••••• F••• V• ••••••••• ••• L•••	Real Estate Fund	$114M

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
C•••••• R•••• Y••••	CHIEF OPERATING OFFICER OF W•••	Na	yes	02/2023	Mar 30, 2023	Jul 8, 2024
D•••••••• A••••••• E••••••••	CHIEF FINANCIAL OFFICER OF W•••	Na	yes	02/2023	Mar 30, 2023

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
A•• A•••••• L••	n/a	State registered	n/a	N	yes	n/a
J•• C•••••• I••••••••• C••••••• L••	n/a	n/a	n/a	Y	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Chicago	IL	United States	1	no
NEW YORK	NY	United States	1	no
n/a	n/a	n/a	1	no

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

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	$2.7B	$2.3B	15.5%	$1.4B	25.8%	36	40	0	0

Relationships

Affiliated with (1)

→ A•• A•••••• L••Registered adviserother investment adviser, common control
factForm ADV

Advises (33)

→ 3•• S• W••••• B••• M••••••••• I••••••• L••Private fundReal Estate Fund, IA
Mar 29, 2024 to presentfactForm ADV
→ J•• C•••••• I••••• F••• V• ••••••••• L•••Private fundReal Estate Fund, IA
Mar 30, 2020 to presentfactForm ADV
→

Dated events

2 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Mar 28, 2025
Regulatory AUM changed
W••••• • D••••• I••••••••• P•••••••• I••• reported RAUM $2.3B, up 49% from $1.6B (2024-07-08 to 2025-03-28)
Form ADVobserved 7 days ago
$772M
Occurred
Mar 30, 2023
Control person joined
Ryan Castle (Chief Operating Officer) appeared on Schedule A of W••••• • D••••• I••••••••• P•••••••• I•••
Form ADVobserved 7 days ago
Occurred
Mar 30, 2023
Control person joined
Arielle Dahlgren (Chief Financial Officer) appeared on Schedule A of W••••• • D••••• I••••••••• P•••••••• I•••
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:46ab86bd-f4a3-1055-8796-1acbc7ea84d8
First observed: Nov 19, 2012
Last observed: Mar 27, 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.

2025	Mar 27, 2026	$2.7B	$2.0B	36	35	0	20	n/a
2024	Mar 28, 2025	$2.3B	$1.7B	40	39	0	20	n/a
2023	Mar 29, 2024	$1.6B	$966M	40	40	6	23	$456M
2022	Mar 30, 2023	$1.4B	$706M	41	40	6	17	$572M
2021	Mar 30, 2022	$1.3B	$775M	35	34	0	15	$625M
2020	Mar 25, 2021	$1.3B	$713M	32	30	0	14	$705M
2019	Mar 30, 2020	$1.2B	$690M	30	28	0	12	$762M
2018	Mar 21, 2019	$958M	$577M	29	28	1	8	$577M
2017	Mar 29, 2018	$761M	$447M	26	25	1	8	$449M
2016	Apr 19, 2017	$593M	$340M	19	18	n/a	4	$173M
2015	Mar 30, 2016	$406M	$362M	19	18	n/a	5	$107M
2014	Mar 31, 2015	$291M	$158M	16	15	n/a	6	$8.5M
2013	Mar 31, 2014	$149M	$109M	11	11	n/a	6	$8.5M