DFX Intelligence

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

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RIA / WealthRegistered adviserstate registeredstate registeredRAUM under $100M

W•••• R•••• I•••••••••

W•••• R•••• CONSULTING LLC, CRD 313722

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Search this name across graphsid dfx:ria:4bec203b-25f9-a21a-b85f-2889c3098978

Data as of Mar 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:27 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Mar 18, 2026 to Mar 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: $23.6M••• Locked
Discretionary RAUM: $23.6M
Private client RAUM: $23.6Mderived••• Locked
Private client share: 100%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
C•••••• L••• V•• R•••	Certified Financial Planner	Cripple Creek, CO \| Austin, TX	5	21	4	no
M••••••• G•••••• D•••	n/a	CEDAR PARK, TX \| AUSTIN, TX	4	18

Relationships

Registered with (2)

← M••••••• G•••••• D•••Advisorregistration: current employment
Mar 9, 2022 to presentfactForm ADV
← C•••••• L••• V•• R•••Advisorregistration: current employment
Sep 19, 2021 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4bec203b-25f9-a21a-b85f-2889c3098978
First observed: Mar 18, 2026
Last observed: Mar 18, 2026 6 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.