DFX Intelligence

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

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RIA / WealthRegistered adviserIndependent wealth managerSEC registeredRAUM 100m 1b

B••••••• W••••• A•••••••

B••••••• ASSET MANAGEMENT, LLC, CRD 144191

CORAL GABLES, FL

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Search this name across graphs

Data as of Mar 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:28 PM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 1
On other graphs: 1
Observed: Mar 23, 2012 to Mar 11, 2026
29 observations

Across DFX

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

Private Equityidentity

B••••••• W••••• A•••••••

Intermediary · key_crd, 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=0.96 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $740M••• Locked
Discretionary RAUM: $738M
Private client RAUM: $709Mderived••• Locked
Private client share: 96%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $247Mderived

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
G•••••• J••• M•••••••••	n/a	CORAL GABLES, FL	2	18	n/a	no
G•••••• M•••• B•••••••••	Personal Financial Specialist	CORAL GABLES, FL	0	28

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B••••••••• G••••••• M••••	Owner	E	yes	01/2010	Mar 23, 2012	Jul 31, 2024
B••••••••• G••••••• M••••	MANAGING MEMBER/PRESIDENT & CHIEF COMPLIANCE OFFICER	Na	yes	11/2007	Mar 23, 2012	Jul 31, 2024

Regulatory AUM by fiscal year

••• Locked

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

Advisor flows

••• Locked

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
2	0	2	0.0%	0	0	0	2	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	$740M	$637M	16.3%	$518M	12.6%	4	4	0	0

Relationships

Registered with (3)

← G•••••• M•••• B•••••••••Advisorregistration: current employment
Jan 5, 2026 to presentfactForm ADV
← A••••• J• D•• D•••••Advisorregistration: current employment
Jan 5, 2026 to presentfactForm ADV
← G•••••• J••• M•••••••••Advisorregistration: current employment
Sep 10, 2024 to presentfactForm ADV

Controls (4)

Dated events

Order

Occurred
26 Mar 2021
Control person joined
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Mar 23, 2012
Last observed: Mar 11, 2026 6 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.

All 15 rows

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2015	Feb 1, 2016	$343M	$341M	3	2	n/a	n/a	n/a
2014	Mar 31, 2015	$344M	$342M	3	2	n/a	n/a	n/a
2013	Mar 5, 2014	$319M	$318M	3	2	n/a	n/a	n/a
2012	Mar 13, 2013	$269M	$269M	2	2	n/a	n/a	n/a
2011	Mar 23, 2012	$198M	$198M	n/a	n/a	n/a	n/a	n/a