DFX Intelligence

R••••••• M••••••••• L••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 1b 10b

R••••••• M••••••••• L••

CRD 110231

METAIRIE, LA

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Search this name across graphsid dfx:ria:b02643d6-83b6-5124-07c4-103625ff6c7f

Data as of Mar 10, 2021 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 3
On other graphs: 1
Observed: Apr 13, 2012 to Mar 10, 2021
18 observations

Across DFX

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

Allocatorsidentity

R••••••• M••••••••• L••

Investment consultant · shared crd

Facts

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

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $1.7B••• Locked
Discretionary RAUM: $1.7B
Private client RAUM: $1.7Bderived••• Locked
Private client share: 97%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 5
Advisory employees

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
F••••• W••••• M••••••••• L••	Owner	E	yes	06/2005	Apr 13, 2012	Mar 10, 2021
W•••••• F•• T••••	MEGAN, BEATRICE, AND RACHEL W•••••• CO-TRUSTEES	E	yes	06/2005	Apr 13, 2012	Mar 10, 2021

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2020

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2020	$1.7B	$1.5B	15.4%	$1.2B	11.9%	5	4	0	0

Relationships

Controls (4)

← Z••••••••• M••••••• N•••OwnerOFFICER, ownership code NA, individual
Apr 13, 2012 to presentfactForm ADV
← W••••••• D•••••• R•••••••OwnerMANAGING MEMBER, CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Apr 13, 2012 to presentfactForm ADV
← F••••• W••••• M••••••••• L••OwnerOWNER, ownership code E, domestic entity
Apr 13, 2012 to presentfactForm ADV
← W•••••• F•• T••••OwnerMEGAN, BEATRICE, AND RACHEL W•••••• CO-TRUSTEES, ownership code E, domestic entity
Apr 13, 2012 to present

Dated events

Occurred
Mar 23, 2022
Advisor changed firm
Donald Randolph Waesche left R••••••• M••••••••• L•• for Creative Planning (registered 2021-12-23)
Form ADVobserved 7 days ago
Occurred
Mar 21, 2020
Regulatory AUM changed
R••••••• M••••••••• L•• reported RAUM $1.5B, up 30% from $1.2B (2019-03-13 to 2020-03-21)
Form ADVobserved 7 days ago
$342M
Occurred
Mar 17, 2018
Regulatory AUM changed
R••••••• M••••••••• L•• reported RAUM $1.2B, up 29% from $953.7M (2017-03-16 to 2018-03-17)
Form ADVobserved 7 days ago
$278M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b02643d6-83b6-5124-07c4-103625ff6c7f
First observed: Apr 13, 2012
Last observed: Mar 10, 2021 67 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.