DFX Intelligence

V•••••••• B••••• F•••••••• P•••••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserIndependent wealth managerSEC registeredRAUM 100m 1b

V•••••••• B••••• F•••••••• P•••••••

V•••••••• B••••• F•••••••• P••••••• LLC, CRD 297866

NEW BRIGHTON, MN

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Data as of Feb 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 5:56 PM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 6
On other graphs: 0
Observed: Jul 13, 2018 to Feb 16, 2026
24 observations

Across DFX

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.

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=false related_bank=false bd_reps=0.0
Regulatory AUM: $712M••• Locked
Discretionary RAUM: $510M
Private client RAUM: $711Mderived••• Locked
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $102Mderived

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
L••••• D•••• V••••••••	Certified Financial Planner	NEW BRIGHTON, MN	8	41	1	no
R••••• J••• B•••••	Certified Financial Planner\|Chartered Financial Consultant	NEW BRIGHTON, MN	8	27

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B•••••• R•••••• J•••	MANAGING MEMBER	C	yes	05/2018	Jul 13, 2018	Nov 11, 2024
D••••• A••••• M••••••	CHIEF COMPLIANCE OFFICER	Na	yes	11/2022	Feb 15, 2023	Nov 11, 2024

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
1	0	1	0.0%	0	0	0	5	1

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	$712M	$604M	17.9%	$440M	17.4%	11	10	0	0

Teams in

••• Locked

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
W••••••• F•••••••• S•••••••• I•••	2	Sep 5, 2018	Aug 31, 2018	NEW BRIGHTON, MN	Team lift out	Ibd to new firm	0.2%

Relationships

Registered with (8)

← K•••••• C•••••• R••••••Advisorregistration: current employment
Jan 7, 2026 to presentfactForm ADV
← H••••• T•••Advisorregistration: current employment
May 5, 2025 to presentfactForm ADV
← A•••• M•••••• D••••Advisorregistration: current employment
Nov 11, 2024 to presentfactForm ADV
← K••••• R•••••• E••••••

Dated events

Occurred
May 5, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Feb 16, 2025
Regulatory AUM changed
••• Locked
Form ADVobserved 8 days ago
$126M
Occurred
Feb 15, 2023
Control person left
••• Locked
Form ADVobserved 8 days ago
Occurred
Feb 15, 2023
Control person joined

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jul 13, 2018
Last observed: Feb 16, 2026 7 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.