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

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RIA / WealthRegistered adviserstate registeredstate registeredRAUM none

V••••• V•••••••• L••

CRD 338571

SALT LAKE CITY, UT

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Search this name across graphsid dfx:ria:b3ac3d40-0480-a548-a1fd-c38a10b63528

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:51 AM UTC and rebuilt at most every 15 minutes.

Relationships: 0
Dated events: 0
On other graphs: 1
Observed: Mar 31, 2026 to Mar 31, 2026
1 observations

Across DFX

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

Venture Capitalidentity

V••••• V•••••••• L••

Venture manager · shared crd

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
Offices: 4Schedule D 1.F, beyond the principal office
SEC number: 802-136126
CRD: 338571
Filings on the tape: 1
First filed: Mar 31, 2026
Latest filed: Mar 31, 2026

Relationships

No published relationship touches this entity yet.

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b3ac3d40-0480-a548-a1fd-c38a10b63528
First observed: Mar 31, 2026
Last observed: Mar 31, 2026 5 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.