DFX Intelligence

F•••••••• P••••••• S•••••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserstate registeredstate registeredRAUM under $100M

F•••••••• P••••••• S•••••••

W•••••• ASSOCIATES, LLC, CRD 129129

MERCHANTVILLE, NJ

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Search this name across graphsid dfx:ria:7d3c280b-93a7-91d6-621f-3c08db48f7ad

Data as of May 6, 2025 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:27 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: May 6, 2025 to May 6, 2025
1 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: state registeredderivedon the IAPD state feed, not SEC-registered
Regulatory AUM: $48.5M••• Locked
Discretionary RAUM: $0
Private client RAUM: $48.5Mderived••• Locked
Private client share: 100%derivedprivate client RAUM over total RAUM
Employees: 2
Advisory employees: 2
Offices

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
R•••••• H•••••• W••••••	n/a	MERCHANTVILLE, NJ	0	45	n/a	no
D••••• J•••• W••••••	Certified Financial Planner	Merchantville, NJ	0	19

Relationships

Registered with (2)

← R•••••• H•••••• W••••••Advisorregistration: current employment
Jan 1, 2026 to presentfactForm ADV
← D••••• J•••• W••••••Advisorregistration: current employment
Jan 1, 2026 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7d3c280b-93a7-91d6-621f-3c08db48f7ad
First observed: May 6, 2025
Last observed: May 6, 2025 16 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.