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W••••••• A•• W••••••• C•••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserstate registeredstate registeredRAUM none

W••••••• A•• W••••••• C•••

CRD 129554

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:9e8d75d8-7769-0d46-a513-53530b052bbc

Data as of Jun 8, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:32 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jun 8, 2026 to Jun 8, 2026
1 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: state registeredderivedon the IAPD state feed, not SEC-registered
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Employees: 3
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Individual clients: 10
High net worth clients: 0
CRD: 129554

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
B••• W••••••• G••••••	n/a	CLIFFSIDE PARK, NJ	1	12	n/a	no
S••••• I• W•••••••	n/a	CLIFFSIDE PARK, NJ	0	42

Relationships

Registered with (3)

← S••••• I• W•••••••Advisorregistration: current employment
Jun 24, 2026 to presentfactForm ADV
← E••••• F• W•••••••Advisorregistration: current employment
Jun 24, 2026 to presentfactForm ADV
← B••• W••••••• G••••••Advisorregistration: current employment
Jul 24, 2025 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9e8d75d8-7769-0d46-a513-53530b052bbc
First observed: Jun 8, 2026
Last observed: Jun 8, 2026 3 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.