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C•••••• A••••••• W••••• M•••••••••, LLC, CRD 309387
YAKIMA, WA
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.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| R••••• A••• V•••••• | Chartered Financial Consultant | YAKIMA, WA | 6 | 31 | 2 | no |
| A•••••• J••••• F••••• | Certified Financial Planner | YAKIMA, WA | 6 | 23 | 1 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| F•••••• A••••••• J••••• | OWNER & CHIEF COMPLIANCE OFFICER | D | yes | 08/2020 | Apr 24, 2026 | Apr 24, 2026 |
| R•••••••• E•••••• C•••••• | MANAGING MEMBER | D | yes | 08/2020 | Apr 24, 2026 | Apr 24, 2026 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 |
| 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 | 1 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $1.1B | $908M | 22.4% | $677M | 18.0% | 10 | 9 | 0 | 0 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| W•••• F•••• A••••••• | 2 | Aug 4, 2020 | Aug 5, 2020 | YAKIMA, WA | Team lift out | Wirehouse to new firm | 0.1% |
| no |
| E••••• C•••••• R••••••• | n/a | YAKIMA, WA | 6 | 30 | 2 | no |
| E••••• L••••• R••• | n/a | YAKIMA, WA | 5 | 12 | n/a | no |
| C••••• I•• R•••••• | n/a | YAKIMA, WA | 1 | 11 | n/a | no |
| B•••• R••••• D••••••••• | Certified Financial Planner | YAKIMA, WA | 1 | 13 | 1 | no |
| $1.1B |
| $928M |
| 10 |
| 6 |
| 0 |
| n/a |
| n/a |
| 2024 | Feb 13, 2025 | $908M | $729M | 9 | 5 | 0 | n/a | n/a |
| 2023 | Feb 9, 2024 | $742M | $608M | 8 | 4 | 0 | n/a | n/a |
| 2022 | Mar 7, 2023 | $677M | $547M | 8 | 4 | 0 | n/a | n/a |
| 2021 | Mar 1, 2022 | $614M | $476M | 8 | 4 | 0 | n/a | n/a |
| 2020 | Mar 9, 2021 | $481M | $371M | 7 | 3 | 0 | n/a | n/a |