DFX Intelligence

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

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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

C•••••• P•••••• W••••• A•••••••

C•••••• P•••••• WEALTH LLC, CRD 333615

PORT CHARLOTTE, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6d58e6b5-feb6-acbd-465f-8db7ff254809

Data as of Feb 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:20 PM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 1
On other graphs: 0
Observed: Feb 12, 2025 to Feb 10, 2026
6 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=0.95 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $418M••• Locked
Discretionary RAUM: $418M
Private client RAUM: $396Mderived••• Locked
Private client share: 95%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $59.7Mderived

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
W••••• F•••••• M•••••••	n/a	Summerville, SC \| PORT CHARLOTTE, FL	1	23	3	no
L••• R•••••• v•• W••••	n/a	PORT CHARLOTTE, FL	1	34

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
A•••••••• L••••• L•••••	CHIEF EXECUTIVE OFFICER	D	yes	07/2021	Feb 10, 2026	Feb 10, 2026
V•••••••• L•••• R••••••	CHIEF COMPLIANCE OFFICER	Na	yes	12/2024	Feb 10, 2026	Feb 10, 2026

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 10, 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	6	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	$418M	$0	n/a	n/a	n/a	12	12	4	4

Teams in

••• Locked

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	4	Mar 31, 2025	Mar 17, 2025	BOCA RATON, FL	Team lift out	Ibd to new firm	0.1%

Relationships

Registered with (7)

← T•••• J•••• A•••••••Advisorregistration: current employment
Feb 24, 2026 to presentfactForm ADV
← L•••• L••••• A•••••••Advisorregistration: current employment
Mar 17, 2025 to presentfactForm ADV
← S•••••• C••• S•••Advisorregistration: current employment
Mar 10, 2025 to presentfactForm ADV
← J••••• P••••••• W•••••••

Dated events

Occurred
Mar 31, 2025
Team lift-out
5 advisors left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• (Boca Raton, FL) for C•••••• P•••••• W••••• A••••••• on the same day
Form ADVobserved 7 days ago
5 advisors

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6d58e6b5-feb6-acbd-465f-8db7ff254809
First observed: Feb 12, 2025
Last observed: Feb 10, 2026 7 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.