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A•••••• W••••• MANAGEMENT, LLC, CRD 305732
ATLANTA, GA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| H•••••• • B•••• I••• | Member | D | yes | 09/2021 | Jun 1, 2022 | Mar 24, 2023 |
| H•••••• B••• | Member | D | yes | 06/2022 | Jun 1, 2022 | Mar 24, 2023 |
| K••••••••• M•••• E••••• |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| H• W••••• M••••••••• L•• | n/a | Independent wealth | $30B | N | yes | n/a |
| 2••• O••••••••• P•••••••• L•• | n/a | n/a | n/a | Y | yes | n/a |
| A•••••• G••••• I••• |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Decatur | Ga | United States | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2022 | Mar 23, 2023 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2022 | $202M | $288M | -30.0% | $17.2M | 127.3% | 9 | 10 | 1 | 1 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| H• W••••• | 4 | Dec 31, 2023 | Jun 17, 2022 | ATLANTA, GA | Firm absorbed | RIA to RIA | 100.0% |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| O•••••••• P•••••••• L••• | 4 | Jun 7, 2022 | Feb 4, 2020 | ATLANTA, GA | Firm absorbed | RIA to RIA | 100.0% |
| Member |
| C |
| yes |
| 08/2019 |
| Jun 1, 2022 |
| Mar 24, 2023 |
| M•••••••• W••••••• T••••• | CHIEF COMPLIANCE OFFICER | Na | yes | 10/2022 | Oct 21, 2022 | Mar 24, 2023 |
| N•••• I• H••••••• V• L••• | Member | C | yes | 09/2021 | Jun 1, 2022 | Mar 24, 2023 |
| P••••••• H••••• A• | Member | C | yes | 08/2019 | Jun 1, 2022 | Mar 24, 2023 |
| S•••• B•••••• R•••• L•• | Member | C | yes | 08/2019 | Sep 16, 2019 | Mar 24, 2023 |
| n/a |
| n/a |
| n/a |
| N |
| yes |
| n/a |
| H•• P•••••••• L•• | n/a | n/a | n/a | Y | yes | n/a |
| H•••••• B••• P•••••••• L•• | n/a | n/a | n/a | Y | yes | n/a |
| $202M |
| $202M |
| 9 |
| 7 |
| 1 |
| n/a |
| n/a |
| 2021 | Feb 16, 2022 | $288M | $278M | 10 | 8 | 1 | n/a | n/a |
| 2020 | Feb 23, 2021 | $117M | $109M | 9 | 7 | 1 | n/a | n/a |
| 2019 | Feb 6, 2020 | $17.2M | $17.2M | 7 | 6 | 0 | n/a | n/a |