B••••• W••••• P•••••••• I•••

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.

Firm class

independent wealth managerderivedprivate_client_share=0.98 fund_share=0.0 institutional_share=0.01 related_bd= related_bank= bd_reps=3.0

Regulatory AUM

$1.1B••• Locked

Discretionary RAUM

$1.0B

Private client RAUM

$1.1Bderived••• Locked

Private client share

98%derivedprivate client RAUM over total RAUM

Advisors on IAPD

27

RAUM per advisor

$39.6Mderived

• Occurred

  Jan 7, 2026
  Regulatory AUM changed

  B••••• W••••• P•••••••• I••• reported RAUM $1.0B, up 29% from $804.8M (2025-07-18 to 2026-01-07)

  Form ADVobserved 7 days ago
  $230M
• Occurred

  Nov 7, 2024
  Advisor changed firm

  Jeremy Dean Tate left B••••• W••••• P•••••••• I••• for Tate Capital Group (registered 2024-09-19)

  Form ADVobserved 7 days ago
• Occurred

  Feb 8, 2024
  Regulatory AUM changed

  B••••• W••••• P•••••••• I••• reported RAUM $661.0M, up 41% from $469.1M (2023-10-27 to 2024-02-08)

  Form ADVobserved 7 days ago
  $192M

Graph

RIA / Wealth Management

Canonical id

dfx:ria:7cebaca2-6e1d-f269-980f-8ae0568fda28

First observed

Dec 3, 2015

Last observed

Sep 8, 2026 14 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.