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.

Firm class

independent wealth managerderivedprivate_client_share=0.6 fund_share=0.0 institutional_share=0.34 related_bd=false related_bank=false bd_reps=1.0

Regulatory AUM

$160MItem 5.F on the latest filing (2026-05-12); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$141M

Private client RAUM

$95.0MderivedItem 5.D individuals plus high net worth individuals

Private client share

60%derivedprivate client RAUM over total RAUM

Advisors on IAPD

1

RAUM per advisor

$160Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

3

Advisory employees

1

Offices

0Schedule D 1.F, beyond the principal office

Accounts

400

Individual clients

208

High net worth clients

105

SEC number

801-124691

CRD

284608

Filings on the tape

21

First filed

Jul 14, 2016

Latest filed

May 12, 2026

Organised

Limited Liability Company, GA

• Occurred

  Jul 7, 2025
  Advisor changed firm

  Langley H Holley left Wiregrass Asset Management for Navy Federal Investment Services, Llc (registered 2025-07-16)

  Form ADVobserved 5 days ago
• Occurred

  Mar 21, 2022
  First Form ADV filing

  Wiregrass Asset Management filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:9113f084-214b-0a0f-e0eb-db8f32781410

First observed

Jul 14, 2016

Last observed

May 12, 2026 4 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.