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RIA / WealthRegistered adviserstate registeredstate registeredRAUM under $100M

BASILIC

BASILIC LLC, CRD 329731

DENVER, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:97f64468-a591-cf1e-b36e-bdf0047979c6

Data as of Jan 28, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:03 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Jan 28, 2026 to Jan 28, 2026
1 observations

Across DFX

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

Allocatorsidentity

Basilic

Investment consultant · shared crd

Facts

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

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Regulatory AUM: $1.8MItem 5.F on the latest filing (2026-01-28); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $91,725
Private client RAUM: $91,725derivedItem 5.D individuals plus high net worth individuals
Private client share: 5%derivedprivate client RAUM over total RAUM
Employees: 1
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 24
Individual clients: 9
Custody, client assets: $1.8M
CRD: 329731
Filings on the tape: 1
First filed: Jan 28, 2026
Latest filed: Jan 28, 2026
Organised: Limited Liability Company, CO

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
Wyatt R O'Rourke	n/a	DENVER, CO	2	10	n/a	no

Relationships

Registered with (1)

← Wyatt R O'RourkeAdvisorregistration: current employment
Apr 21, 2024 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:97f64468-a591-cf1e-b36e-bdf0047979c6
First observed: Jan 28, 2026
Last observed: Jan 28, 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.

BASILIC

BASILIC LLC, CRD 329731

DENVER, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:97f64468-a591-cf1e-b36e-bdf0047979c6

Data as of Jan 28, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:03 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Wyatt R O'Rourke

n/a

DENVER, CO

n/a