DFX Intelligence

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

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RIA / WealthRegistered adviserstate registeredstate registeredRAUM under $100M

W••••• P•••••••• L••

CRD 319025

FISHERS, IN

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Search this name across graphsid dfx:ria:5a7be1d8-16f8-8e95-8391-c880c7092a82

Data as of Feb 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:49 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Feb 27, 2026 to Feb 27, 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: $8.0M••• Locked
Discretionary RAUM: $8.0M
Private client RAUM: $8.0Mderived••• 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
B•••• O• W•••••	Certified Financial Planner	FISHERS, IN	4	21	5	no
J••••• W•••••	n/a	FISHERS, IN	2	24	n/a

Relationships

Registered with (2)

← J••••• W•••••Advisorregistration: current employment
Nov 28, 2023 to presentfactForm ADV
← B•••• O• W•••••Advisorregistration: current employment
Apr 11, 2022 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5a7be1d8-16f8-8e95-8391-c880c7092a82
First observed: Feb 27, 2026
Last observed: Feb 27, 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.