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L••••••• WEALTH AND INVESTMENT ADVISORS PRIVATE LIMITED, CRD 308112
HYDERABAD
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| B•••••••• A••••••• | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | yes | 05/2019 | Apr 6, 2020 | Nov 8, 2022 |
| D••••••• P••••• | Director | Na | no | 05/2019 | Oct 19, 2020 | Nov 8, 2022 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Hyderabad | n/a | India | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2022 | Jun 30, 2022 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2022 | $9.6M | $5.0M | 93.1% | n/a | n/a | 6 | 6 | 1 | 1 |
| Director |
| Na |
| no |
| 03/2021 |
| May 10, 2021 |
| Nov 8, 2022 |
| S••••••••• R••••• | Director | Na | no | 05/2021 | Aug 23, 2021 | Nov 8, 2022 |
| $2.1M |
| 6 |
| 1 |
| 1 |
| n/a |
| n/a |
| 2021 | May 10, 2021 | $5.0M | $2.1M | 6 | 1 | 1 | n/a | n/a |