DFX Intelligence

B••• W••••• G••••• I••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

B••• W••••• G••••• I••

CRD 165224

SAN DIEGO, CA

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Search this name across graphsid dfx:ria:88ac4ede-4cd8-878e-5eb4-11c041274632

Data as of Jun 4, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:25 AM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 5
On other graphs: 1
Observed: Aug 15, 2012 to Jun 4, 2026
30 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

B••• W••••• G••••• I••

Intermediary · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.98 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $460M••• Locked
Discretionary RAUM: $460M
Private client RAUM: $452Mderived••• Locked
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $153Mderived

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
J••• T•••••• V••••	Certified Financial Planner	SAN DIEGO, CA \| Park City, UT	14	27	3	no
R••• M•••••• B••••	n/a	SAN DIEGO, CA	8	26

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B••••• R•••• M••••••	CHIEF COMPLIANCE OFFICER & CHIEF OPERATIONS OFFICER/MANAGING PARTNER	Na	yes	01/2021	Mar 22, 2019	Mar 26, 2024
V••••• J•••• T••••••	President	E	yes	12/2009	Aug 15, 2012	Mar 26, 2024

Offices

••• Locked

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	2	no

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV

Advisor flows

••• Locked

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	0	1

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$460M	$429M	7.3%	$363M	8.3%	3	4	2	1

Relationships

Registered with (11)

← B•••••• J•••• L•••••Advisorregistration: current employment
Jan 18, 2024 to presentfactForm ADV
← R••• M•••••• B••••Advisorregistration: current employment
May 2, 2018 to presentfactForm ADV
← J••• T•••••• V••••Advisorregistration: current employment
Sep 7, 2012 to presentfactForm ADV
← J••••• A• F••••••

Dated events

Occurred
Jun 4, 2026
Ria office opened
••• Locked
Form ADVobserved today
Occurred
Jan 10, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Jan 4, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Mar 22, 2019
Control person joined

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:88ac4ede-4cd8-878e-5eb4-11c041274632
First observed: Aug 15, 2012
Last observed: Jun 4, 2026 3 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.