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.

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

$54.5MItem 5.F on the latest filing (2026-02-18); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$30.2M

Private client RAUM

$54.5MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

1

RAUM per advisor

$54.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

1

Advisory employees

1

Offices

1Schedule D 1.F, beyond the principal office

Accounts

61

Individual clients

4

High net worth clients

3

SEC number

801-77110

CRD

164431

Filings on the tape

35

First filed

Aug 28, 2012

Latest filed

Feb 18, 2026

Organised

Limited Liability Company, NY

Website

westmoream.com

• Occurred

  Aug 28, 2012
  First Form ADV filing

  Rena Advisors filed its initial SEC registration (Form ADV)

  Form ADVobserved 3 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:b4444d47-5b2d-ed4a-c217-ebc6a6ef2aa4

First observed

Aug 28, 2012

Last observed

Feb 18, 2026 7 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.