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D••••• W••••• M•••••••••, LLC, CRD 166585
TAMPA, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| S•••••• K••• A••••• | n/a | TAMPA, FL | 4 | 10 | 2 | yes |
| M•••••• A• K•••••• | n/a | TAMPA, FL | Sarasota, FL | 4 | 14 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| B••••••••• J••••• | MANAGING MEMBER | C | yes | 02/2020 | Mar 24, 2020 | Dec 19, 2024 |
| B••••••••• M••••••• S•••••••• | MANAGING MEMBER | C | yes | 02/2020 | Mar 24, 2020 | Dec 19, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| D••••• A•••• M••••••••• L•• | n/a | Former SEC adviser | $1.0B | N | yes | n/a |
| D••••• I•••••••• G••••• L•• | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Tampa | FL | United States | 8 | no |
| Largo | FL | United States | 3 | no |
| n/a | n/a | n/a | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 3 | 1 | 2 | 7.7% | 1 | 1 | 0 | 4 | 4 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $614M | $617M | -0.5% | $473M | 9.1% | 10 | 10 | 2 | 4 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| C••••••••• F•••••••• N•••••• | 2 | Aug 1, 2022 | Aug 1, 2022 | TAMPA, FL | Team lift out | RIA to ibd | 50.0% |
| no |
| R•••• P•••••• | n/a | TAMPA, FL | 3 | 26 | n/a | no |
| I••• B•••• S••••••• | n/a | TAMPA, FL | 3 | 10 | n/a | no |
| M•••••• S•••••••• B••••••••• | Chartered Financial Consultant | TAMPA, FL | 3 | 30 | 2 | no |
| T••••• S••••••• | Certified Financial Planner|Chartered Financial Consultant | Glastonbury, CT | TAMPA, FL | 2 | 18 | n/a | yes |
| G••••• G• B••••••••• | n/a | TAMPA, FL | 2 | 10 | n/a | no |
| M•••••• T••••• S••••••••• | Chartered Financial Analyst | Denver, CO | TAMPA, FL | 1 | 13 | 6 | yes |
| K••••• K••••• D••• | n/a | TAMPA, FL | 1 | 10 | n/a | no |
| B•••• M•••••• D•••••• | n/a | TAMPA, FL | 1 | 10 | n/a | no |
| R••• C••••• | n/a | TAMPA, FL | 0 | 13 | 2 | no |
| E••••• C• M•••• | Certified Financial Planner | Tampa, FL | 0 | 11 | 3 | no |
| MANAGING MEMBER |
| E |
| yes |
| 02/2020 |
| Apr 23, 2020 |
| Dec 19, 2024 |
| M•• E••••• G•••• H•••••••• L•• | Member | E | yes | 02/2020 | Mar 24, 2020 | Dec 19, 2024 |
| S••••••••• M••••••• T••••• | MANAGING MEMBER | C | yes | 02/2020 | Mar 24, 2020 | Dec 19, 2024 |
| S••••••••• M••••••• T••••• | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER | Na | yes | 09/2023 | Mar 24, 2020 | Dec 19, 2024 |
| $614M |
| $614M |
| 10 |
| 6 |
| 3 |
| n/a |
| n/a |
| 2024 | Mar 29, 2025 | $617M | $617M | 10 | 6 | 4 | n/a | n/a |
| 2023 | Mar 14, 2024 | $571M | $571M | 15 | 6 | 3 | n/a | n/a |
| 2022 | Mar 29, 2023 | $473M | $473M | 14 | 8 | 3 | n/a | n/a |
| 2021 | Mar 30, 2022 | $753M | $753M | 15 | 8 | 3 | n/a | n/a |
| 2020 | Mar 30, 2021 | $621M | $621M | 20 | 9 | 3 | n/a | n/a |
| 2019 | Mar 24, 2020 | $460M | $460M | 20 | 7 | 5 | n/a | n/a |
| 2018 | Mar 29, 2019 | $315M | $312M | 16 | 7 | 5 | n/a | n/a |
| 2017 | Mar 30, 2018 | $256M | $254M | 16 | 7 | 3 | n/a | n/a |
| 2016 | Mar 23, 2017 | $230M | $226M | 15 | 8 | n/a | n/a | n/a |
| 2015 | Mar 22, 2016 | $164M | $160M | 4 | 4 | n/a | n/a | n/a |
| 2014 | Mar 25, 2015 | $121M | $117M | 4 | 4 | n/a | n/a | n/a |