DFX Intelligence

S••••••• F••••• O•••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserIndependent wealth managerSEC registeredRAUM 100m 1b

S••••••• F••••• O•••••

S••••••• WEALTH MANAGEMENT, LLC, CRD 335152

CORONADO, CA

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Data as of Aug 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 1
Observed: Apr 25, 2025 to Aug 19, 2026
6 observations

Across DFX

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

Family Officesidentity

S••••••• F••••• O•••••

Family office · key_crd, key_sfn_adviser, shared_crd

Facts

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

Firm class: independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $434M••• Locked
Discretionary RAUM: $434M
Private client RAUM: $431Mderived••• Locked
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $217Mderived

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
B••••••• W•••••• W••••	n/a	CORONADO, CA	0	17	n/a	no
D••••• J••••• W••••	Certified Financial Planner	CORONADO, CA	0	28

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
W••••• B•••••••• W••••••	CO-FOUNDER, MANAGING PARTNER MEMBER	Na	yes	04/2025	Aug 19, 2026	Aug 19, 2026
W••••• D•••••• J•••••	CO-FOUNDER, MANAGING PARTNER	Na	yes	04/2025	Aug 19, 2026	Aug 19, 2026

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 22, 2026

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	1	0

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	$434M	$0	n/a	n/a	n/a	4	4	0	0

Relationships

Owns (1)

← H••••••••• J•••• D•••••OwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Aug 19, 2026 to presentfactForm ADV

Controls (2)

← W••••• D•••••• J•••••OwnerCO-FOUNDER, MANAGING PARTNER, ownership code NA, individual
Aug 19, 2026 to presentfactForm ADV
← W••••• B•••••••• W••••••OwnerCO-FOUNDER, MANAGING PARTNER MEMBER, ownership code NA, individual
Aug 19, 2026 to presentfactForm ADV

Registered with (2)

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Apr 25, 2025
Last observed: Aug 19, 2026 35 days 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.