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E•••• P•••••• W••••• M••••••••• L••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

E•••• P•••••• W••••• M••••••••• L••

CRD 149991

TOPSFIELD, MA

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Search this name across graphsid dfx:ria:892664e8-d61a-2286-9900-d199c008e125

Data as of Jun 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:39 AM UTC and rebuilt at most every 15 minutes.

Relationships: 19
Dated events: 5
On other graphs: 1
Observed: Sep 29, 2016 to Jun 11, 2026
40 observations

Across DFX

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

Real Estate Fundsidentity

E•••• P•••••• W••••• M••••••••• L••

Real estate fund manager · 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=1.0 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=6.0
Regulatory AUM: $331MItem 5.F on the latest filing (2026-06-11); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $316M
P•••••• client RAUM: $329MderivedItem 5.D individuals plus high net worth individuals
P•••••• client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
B•••• A••••• W•••••••	n/a	TOPSFIELD, MA	17	33	2	yes
P•••• E••• M•••••••••	n/a	TOPSFIELD, MA	14	34

P•••••• funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
W• A•••••••• L••	Hedge Fund	$11.0M	Jan 27, 2017	10	Sep 29, 2016	dropped	n/a
G•••• R••••• P••••••• L••	Real Estate Fund	$3.3M

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
H•••••••• C•••••• G•••• I•••	Owner	E	yes	12/2009	Apr 13, 2018	Feb 21, 2024
W•••••••• B••••• A•••••	Member	E	yes	12/2009	Sep 29, 2016

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
H•••••••• S••••••••• L••	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Bedford	Nh	United States	1	yes

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 10 of 12

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

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	1	-1	25.0%	0	0	0	0	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$331M	$294M	12.6%	$229M	13.0%	6	5	2	1

Relationships

Registered with (10)

← V••••• K•••••, Jr.Advisorregistration: current employment
Jun 5, 2025 to presentfactForm ADV
← J•••• D•••• B•••Advisorregistration: current employment
Aug 26, 2016 to presentfactForm ADV
← P•••• E••• M•••••••••Advisorregistration: current employment
Nov 30, 2011 to presentfactForm ADV
← B•••• A••••• W•••••••

Dated events

Occurred
Mar 20, 2026
Advisor changed firm
Lionel James Edmonson left E•••• P•••••• W••••• M••••••••• L•• for Consolidated Portfolio Review Corp (registered 2026-03-17)
Form ADVobserved 7 days ago
Occurred
Feb 24, 2023
Regulatory AUM changed
E•••• P•••••• W••••• M••••••••• L•• reported RAUM $228.8M, down 52% from $476.6M (2022-03-08 to 2023-02-24)
Form ADVobserved 7 days ago
$-248M
Occurred
Feb 28, 2022
Advisor changed firm
David Edward Bunker left E•••• P•••••• W••••• M••••••••• L•• for Bay Colony Advisors (registered 2022-02-01)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:892664e8-d61a-2286-9900-d199c008e125
First observed: Sep 29, 2016
Last observed: Jun 11, 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.