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

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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

F••••••• W••••• P••••••• L••

CRD 321777

NEWPORT BEACH, CA

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Search this name across graphsid dfx:ria:b0829252-2ebe-29cf-501e-f6a6c8c335b7

Data as of Jun 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:12 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: Jul 26, 2024 to Jun 10, 2026
5 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: $418M••• Locked
Discretionary RAUM: $397M
Private client RAUM: $418Mderived••• Locked
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $209Mderived

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
J••• M•••••• W•••	Chartered Financial Analyst	NEWPORT BEACH, CA	4	26	1	no
K•••• M•••••• W••••••	Certified Financial Planner	NEWPORT BEACH, CA	4	26

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
W•••• J•••• M••••••	MANAGING PARTER, CO-FOUNDER / CHIEF COMPLIANCE OFFICER	D	yes	05/2022	Jul 26, 2024	Jul 26, 2024
W••••••• K••••• M••••••	MANAGING PARTNER, CO-FOUNDER	D	yes	08/2022	Jul 26, 2024	Jul 26, 2024

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 16, 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
0	0	0	0.0%	0	0	0	0	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	$418M	$232M	79.7%	n/a	n/a	4	3	0	0

Relationships

Registered with (2)

← K•••• M•••••• W••••••Advisorregistration: current employment
Aug 26, 2022 to presentfactForm ADV
← J••• M•••••• W•••Advisorregistration: current employment
Jun 23, 2022 to presentfactForm ADV

Controls (2)

← W•••• J•••• M••••••OwnerMANAGING PARTER, CO-FOUNDER / CHIEF COMPLIANCE OFFICER, ownership code D, individual
Jul 26, 2024 to Jul 26, 2024factForm ADV
←

Dated events

Occurred
Mar 16, 2026
Regulatory AUM changed
F••••••• W••••• P••••••• L•• reported RAUM $417.6M, up 80% from $232.4M (2025-10-16 to 2026-03-16)
Form ADVobserved 7 days ago
$185M
Occurred
Mar 18, 2025
Regulatory AUM changed
F••••••• W••••• P••••••• L•• reported RAUM $232.4M, up 102% from $115.2M (2024-07-26 to 2025-03-18)
Form ADVobserved 7 days ago
$117M
Occurred
Jul 26, 2024
First Form ADV filing
F••••••• W••••• P••••••• L•• filed its initial SEC registration (Form ADV)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b0829252-2ebe-29cf-501e-f6a6c8c335b7
First observed: Jul 26, 2024
Last observed: Jun 10, 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.