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S••••• W••••• LLC, CRD 299564
SOUTHFIELD, MI
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| C•••• T••••• S•••••• | n/a | SOUTHFIELD, MI | 7 | 32 | 1 | no |
| K•••••• G•••• B••••• | n/a | SOUTHFIELD, MI | 7 | 45 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| A•••••• P•••••••• I••• | Owner | B | yes | 05/2019 | May 9, 2019 | Mar 19, 2024 |
| B•••••• J•••••• S•••• | Owner | E | yes | 08/2015 | Jan 16, 2019 | Mar 19, 2024 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| GRAND RAPIDS | Mi | United States | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 6, 2026 |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 1 | 0 | 1 | 0.0% | 0 | 0 | 0 | 1 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $693M | $601M | 15.2% | $392M | 20.9% | 7 | 10 | 1 | 1 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| S••••• C••••••• I••• | 3 | Jul 1, 2020 | Nov 5, 2024 | SOUTHFIELD, MI | Team lift out | RIA to RIA | 33.3% |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| B•• A•••••••• L•• | 4 | Dec 2, 2019 | Feb 22, 2019 | SOUTHFIELD, MI | Firm absorbed | RIA to RIA | 100.0% |
| S••••• C••••••• I••• | 2 | Mar 29, 2019 | Feb 22, 2019 |
| no |
| J••••• S•••• B••••• | n/a | SOUTHFIELD, MI | 7 | 20 | 1 | no |
| D•• B•••••• G••• I•• | n/a | SOUTHFIELD, MI | 7 | 10 | 2 | no |
| R•••• T••••• D•••• | n/a | Naples, FL | SOUTHFIELD, MI | 0 | 32 | 1 | no |
| MANAGING PARTNER |
| Na |
| yes |
| 12/2018 |
| Jan 16, 2019 |
| Mar 19, 2024 |
| B•••••• K••••••• G•••• | Trustee | E | yes | 08/2015 | Jan 16, 2019 | Mar 19, 2024 |
| B•••••• K••••••• G•••• | MANAGING PARTNER | Na | yes | 12/2018 | Jan 16, 2019 | Mar 19, 2024 |
| G••• I••• D••• B•••••• | Owner | E | yes | 03/2024 | Mar 19, 2024 | Mar 19, 2024 |
| J•••••• K•••••••• A• | Manager | E | yes | 05/2019 | May 9, 2019 | Mar 19, 2024 |
| S••••••• C••••• T••••• | Owner | E | yes | 08/2015 | Jan 16, 2019 | Mar 19, 2024 |
| S••••••• C••••• T••••• | MANAGING PARTNER | Na | yes | 12/2018 | Jan 16, 2019 | Mar 19, 2024 |
| Z•••••• A••• T••••• | CHIEF COMPLIANCE OFFICER | Na | yes | 01/2020 | Jan 27, 2020 | Mar 19, 2024 |
| B••••• H••••••• C•••• | Owner | C | no | 04/2019 | Nov 15, 2019 | Mar 19, 2024 |
| G••• A••••••• S•••••••• L•• | Owner | A | no | 01/2024 | Mar 19, 2024 | Mar 19, 2024 |
| K•••••• B••••• R•••••••• L••••• T•••• D•• 6•••••••• | Owner | Na | no | 04/2019 | Nov 15, 2019 | Mar 19, 2024 |
| S•••••• H••••••• C•••• | Owner | C | no | 04/2019 | Nov 15, 2019 | Mar 19, 2024 |
| $693M |
| $693M |
| 7 |
| 4 |
| 1 |
| n/a |
| n/a |
| 2024 | Feb 21, 2025 | $601M | $601M | 10 | 5 | 1 | n/a | n/a |
| 2023 | Mar 19, 2024 | $497M | $497M | 10 | 5 | 1 | n/a | n/a |
| 2022 | Feb 17, 2023 | $392M | $392M | 7 | 4 | 1 | n/a | n/a |
| 2021 | Mar 29, 2022 | $472M | $472M | 7 | 4 | 1 | n/a | n/a |
| 2020 | Jan 27, 2021 | $409M | $409M | 7 | 4 | 0 | n/a | n/a |
| 2019 | Mar 30, 2020 | $458M | $414M | 17 | 12 | 3 | n/a | n/a |
| LAS VEGAS, NV |
| Team lift out |
| RIA to new firm |
| 100.0% |