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F••••• W••••• P••••••• P••••••• LLC, CRD 323656
LOUISVILLE, KY
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 |
|---|---|---|---|---|---|---|
| E••• T••••• D•••••• | n/a | LOUISVILLE, KY | 3 | 18 | 1 | no |
| A•••• M•••••• M••••••• | n/a | LOUISVILLE, KY | 3 | 16 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| D••••••• E•••• T••••• | MANAGING MEMBER | B | yes | 10/2022 | Nov 4, 2022 | Apr 5, 2024 |
| M•••••••• A••••• M•••••• | MANAGING MEMBER | B | yes | 10/2022 | Nov 4, 2022 | Apr 5, 2024 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Clarksville | In | United States | 1 | no |
| Huntingburg | In | United States | 1 | no |
| Jasper | In | United States | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 23, 2026 |
| 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 | 1 | 1 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $317M | $314M | 1.2% | $142M | 30.6% | 8 | 7 | 2 | 3 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| I••••••••• F•••••••• P••••••• | 3 | Mar 31, 2023 | Mar 1, 2023 | LOUISVILLE, KY | Team lift out | Ibd to RIA | 1.3% |
| no |
| B•••• W• R••••• | Certified Financial Planner|Chartered Financial Consultant | LOUISVILLE, KY | 3 | 22 | 5 | no |
| C••••••••• A••••• V••••• | n/a | LOUISVILLE, KY | 3 | 11 | 2 | no |
| MANAGING MEMBER & CHIEF COMPLIANCE OFFICER |
| B |
| yes |
| 10/2022 |
| Nov 4, 2022 |
| Apr 5, 2024 |
| V•••••• C••••••••• A••••• | MANAGING MEMBER | B | yes | 10/2022 | Nov 4, 2022 | Apr 5, 2024 |
| $317M |
| $207M |
| 8 |
| 5 |
| 3 |
| n/a |
| n/a |
| 2024 | Feb 17, 2025 | $314M | $202M | 7 | 4 | 3 | n/a | n/a |
| 2023 | Mar 29, 2024 | $218M | $162M | 5 | 4 | 2 | n/a | n/a |
| 2022 | Mar 9, 2023 | $142M | $123M | 4 | 4 | 0 | n/a | n/a |