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

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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

R•• F••••••••

R•• F•••••••• ADVISORS, LLC, CRD 160100

BEAVERTON, OR

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Search this name across graphsid dfx:ria:51291ba7-530a-d471-5135-c99cc30a0da9

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:12 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 3
On other graphs: 0
Observed: Jun 28, 2021 to Mar 30, 2026
13 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=0.97 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $264MItem 5.F on the latest filing (2026-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $257M
Private client RAUM: $257MderivedItem 5.D individuals plus high net worth individuals
Private client share: 97%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
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
L•••• J••• J••••••	n/a	BEAVERTON, OR \| Lake Oswego, OR	11	33	1	no
T••••• P•••••• B••••	n/a	BEAVERTON, OR	5

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
J••••••• L••••• J•••	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER/CHIEF EXECUTIVE OFFICER	E	yes	12/2011	Jun 28, 2021	Nov 18, 2024

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
R•• T•• 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
Clackamas	Or	United States	3	no
LAKE OSWEGO	Or	United States	3	no
Portland	Or	United States	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; showing 5 of 6

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
0	1	-1	50.0%	0	0	0	0	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	$264M	$221M	19.8%	$126M	27.9%	8	8	1	3

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
W••••• A••••••• N•	2	Oct 4, 2016	Aug 25, 2017	BEAVERTON, OR	Team lift out	RIA to RIA	66.7%

Relationships

Registered with (8)

← T••••• P•••••• B••••Advisorregistration: current employment
Dec 21, 2020 to presentfactForm ADV
← L•••• J••• J••••••Advisorregistration: current employment
Feb 27, 2015 to presentfactForm ADV
← Carlos Donat ArjonaAdvisorregistration: previous registration
Feb 15, 2023 to Oct 24, 2025factForm ADV
← Ryan Bright

Dated events

Occurred
Oct 24, 2025
Advisor changed firm
Carlos Donat Arjona left R•• F•••••••• for Next Play Wealth (registered 2026-01-07)
Form ADVobserved 7 days ago
Occurred
Feb 5, 2025
Advisor changed firm
Ryan Bright left R•• F•••••••• for Ameriprise Financial Services, Llc (registered 2025-05-08)
Form ADVobserved 7 days ago
Occurred
Jun 28, 2021
First Form ADV filing
R•• F•••••••• filed its initial SEC registration (Form ADV)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:51291ba7-530a-d471-5135-c99cc30a0da9
First observed: Jun 28, 2021
Last observed: Mar 30, 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.