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

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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

L••••• P••••••• • A••••••••• I•••

CRD 156537

GRAND RAPIDS, MI

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:725bd503-0328-ad9c-2510-2db8520cc71b

Data as of Oct 30, 2023 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:56 AM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 3
On other graphs: 0
Observed: Jan 18, 2022 to Oct 30, 2023
13 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
Regulatory AUM: $112MItem 5.F on the latest filing (2023-10-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $95.5M
Private client RAUM: $95.5MderivedItem 5.D individuals plus high net worth individuals
Private client share: 85%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees

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
M•••••• W••• A•• C•••• W••• C••••••••• T••••	Shareholder	E	yes	11/2022	Mar 22, 2023	Oct 30, 2023
W•••• M••••••• L••	PRESIDENT, TRUSTEE, CCO	Na	yes	09/2022	Jan 18, 2022

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
M•••••• L• W•••	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

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
2022

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
2022	$112M	$106M	6.1%	n/a	n/a	1	4	1	1

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
A••••••• A•••••••• L••	2	Dec 31, 2021	Feb 4, 2021	GRAND RAPIDS, MI	Team lift out	RIA to RIA	100.0%

Relationships

Controls (2)

← W•••• M••••••• L••OwnerPRESIDENT, TRUSTEE, CCO, ownership code NA, individual
Jan 18, 2022 to presentfactForm ADV
← M•••••• W••• A•• C•••• W••• C••••••••• T••••OwnerSHAREHOLDER, ownership code E, domestic entity
Mar 22, 2023 to presentfactForm ADV

Owns (1)

← W•••• C••••• S••OwnerTRUSTEE, ownership code NA, individual
Mar 22, 2023 to presentfactForm ADV

Registered with (5)

← Elizabeth Anne Burgess

Dated events

Occurred
May 22, 2023
Advisor departed, no destination yet
Michael Randolph Cook no longer registered at L••••• P••••••• • A••••••••• I•••; no later IA registration on IAPD
Form ADVobserved 7 days ago
Occurred
May 22, 2023
Advisor departed, no destination yet
Elizabeth Anne Burgess no longer registered at L••••• P••••••• • A••••••••• I•••; no later IA registration on IAPD
Form ADVobserved 7 days ago
Occurred
Jan 18, 2022
First Form ADV filing
L••••• P••••••• • A••••••••• I••• filed its initial SEC registration (Form ADV)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:725bd503-0328-ad9c-2510-2db8520cc71b
First observed: Jan 18, 2022
Last observed: Oct 30, 2023 35 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.