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

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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM none

W• G••••• L••

CRD 283365

WEST PALM BEACH, FL

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Search this name across graphsid dfx:ria:60f634ef-f8f0-2e51-01bf-b058ef322997

Data as of Mar 31, 2017 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 1
On other graphs: 0
Observed: Mar 18, 2016 to Mar 31, 2017
3 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: former SEC adviserderivedabsent from the latest SEC roster
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Advisors on IAPD: 0
Employees: 1
Advisory employees: 0
SEC number: 801-107500
CRD: 283365
Filings on the tape: 3

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
A••••••••• M••••••• G••••• I•••	GENERAL PARTNER	E	yes	03/2011	Mar 18, 2016	Mar 31, 2017
A•• W••••• P•••••••• L•	Member	E	yes	02/2016	Mar 18, 2016

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
B•••• S••••• A•••••••• L••	n/a	Independent wealth	$21B	N	yes	n/a
A•• F•••• L••	n/a	Asset manager	$18B	N	yes

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
2016	Mar 31, 2017	n/a	n/a	1	0	n/a	n/a	n/a

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
2016	n/a	n/a	n/a	n/a	n/a	1	n/a	n/a	n/a

Relationships

Affiliated with (7)

→ CITIZENS PRIVATE WEALTHRegistered adviserother investment adviser, common control
factForm ADV
→ W•••• • F••••• L••Registered adviserother investment adviser, common control
factForm ADV
→ B•••• S••••• A•••••••• L••Registered adviserother investment adviser, common control
factForm ADV
→ V•••••••• L•Registered adviserother investment adviser, pooled vehicle sponsor, common control

Dated events

Occurred
Mar 18, 2016
First Form ADV filing
W• G••••• L•• filed its initial SEC registration (Form ADV)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:60f634ef-f8f0-2e51-01bf-b058ef322997
First observed: Mar 18, 2016
Last observed: Mar 31, 2017 115 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.