DFX Intelligence

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

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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

1••• W•••••

1••• W••••• MANAGEMENT LLC, CRD 175346

SAN ANTONIO, TX

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Search this name across graphsid dfx:ria:895b6054-5778-60a9-70dd-4f73d7010c31

Data as of Aug 20, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:56 AM UTC and rebuilt at most every 15 minutes.

Relationships: 40
Dated events: 7
On other graphs: 4
Observed: Jul 23, 2015 to Aug 20, 2026
41 observations

Across DFX

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

Venture Capitalidentity

1••• W•••••

Venture manager · shared crd

Independent Sponsorsidentity

1••• W•••••

Capital provider to sponsors · shared crd

Private Equityidentity

1••• W•••••

Private equity manager · shared crd

Real Estate Fundsidentity

Facts

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

Firm class: independent wealth managerderivedprivate_client_share=0.57 fund_share=0.03 institutional_share=0.12 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $3.1B••• Locked
Discretionary RAUM: $3.1B
Private client RAUM: $1.7Bderived••• Locked
Private client share: 57%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 18
RAUM per advisor: $171Mderived

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
T••• L•• B••••••••	Chartered Financial Analyst	SAN ANTONIO, TX	9	10	n/a	no
M•••• T••••• F•••••	Certified Financial Planner	SAN ANTONIO, TX	8	21

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
1••• F••••••••• F••• I• 2••• S•••••	Other Private Fund	$22.1M	Aug 20, 2026	58	Mar 28, 2023	reported	021-477047
1••• S• F•••• 2••• S•••••	n/a	$15.4M

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B••••••••• T•••• L••	President	Na	yes	09/2016	Aug 20, 2026	Aug 20, 2026
D••••••• R••••••• R••••	CHIEF COMPLIANCE OFFICER	Na	yes	09/2021	Aug 20, 2026	Aug 20, 2026

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
J•••••••• B•••	n/a	n/a	n/a	Y	yes	n/a

Offices

••• Locked

City	State	Country	Employees	Also broker-dealer
A•••••	TX	United States	1	no

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025

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	2	0

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	$3.1B	$2.3B	35.4%	$1.6B	25.3%	22	13	2	1

Relationships

Advises (13)

→ 1••• H•••••• C•••••••• 2••• S•••••Private fundIa
Aug 20, 2026 to presentfactForm ADV
→ 1••• F••••••••• F••• 3• 2••• S•••••Private fundIa
Aug 20, 2026 to presentfactForm ADV
→ 1••• I•••••• E••••• 4• 2••• S•••••Private fundPrivate Equity Fund, IA
Jul 18, 2023 to presentfactForm ADV
→ 1••• S• F•••• 2••• S•••••Private fund

Dated events

Occurred
Mar 18, 2026
Regulatory AUM changed
••• Locked
Form ADVobserved 8 days ago
$803M
Occurred
Oct 21, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Feb 9, 2022
Control person joined
••• Locked
Form ADVobserved 8 days ago
Occurred
Mar 11, 2021
Regulatory AUM changed
••• Locked

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:895b6054-5778-60a9-70dd-4f73d7010c31
First observed: Jul 23, 2015
Last observed: Aug 20, 2026 34 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.