DFX Intelligence

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

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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

H••••• D•••• I•••••••••

H••••• W. D•••• INC., CRD 1582

LOGAN, UT

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Search this name across graphsid dfx:ria:64673485-9111-27ce-4dc3-1f98a56de939

Data as of Aug 3, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 1
On other graphs: 0
Observed: Feb 6, 2024 to Aug 3, 2026
9 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=8.0
Regulatory AUM: $158M••• Locked
Discretionary RAUM: $158M
Private client RAUM: $154Mderived••• Locked
Private client share: 97%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 8
RAUM per advisor: $19.8Mderived

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
S•••••• F• N•••••	n/a	LOGAN, UT	21	27	n/a	yes
K••• B• H••••••	Certified Financial Planner\|Chartered Financial Consultant	LOGAN, UT	20	43

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
N•••••• A•••• J••••	VICE PRESIDENT, S-CORP SHAREHOLDER	C	yes	05/2018	Feb 6, 2024	Nov 26, 2024
N•••••• D••••• J•••••	VICE PRESIDENT, S-CORP SHAREHOLDER	C	yes	05/2018	Feb 6, 2024	Nov 26, 2024

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026

Advisor flows

••• Locked

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	0

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$158M	$132M	19.7%	n/a	n/a	8	7	0	0

Relationships

Registered with (8)

← G•••••• T• E••••Advisorregistration: current employment
Dec 1, 2025 to presentfactForm ADV
← P•••• S•• B•••••••••Advisorregistration: current employment
Jan 3, 2024 to presentfactForm ADV
← K•••••••• W••••••••Advisorregistration: current employment
Apr 27, 2022 to presentfactForm ADV
← A•••• J•••• N•••••

Dated events

Occurred
Feb 6, 2024
First Form ADV filing
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:64673485-9111-27ce-4dc3-1f98a56de939
First observed: Feb 6, 2024
Last observed: Aug 3, 2026 51 days 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.