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F••••••••• W••••• M••••••••• 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••••• M••••••••• L••

CRD 168270

MEDIA, PA

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Search this name across graphsid dfx:ria:c110c811-338c-2d31-4177-a98a2080f705

Data as of Jun 29, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:46 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 3
On other graphs: 2
Observed: Mar 18, 2022 to Jun 29, 2026
9 observations

Across DFX

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

Family Officesidentity

F••••••••• W••••• M••••••••• L••

Family foundation · shared crd

Family Officesidentity

F••••••••• W••••• M••••••••• L•••••

Family foundation · 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=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $412MItem 5.F on the latest filing (2026-06-29); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $408M
Private client RAUM: $408MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
P••• A••••• L••••••	Certified Financial Planner	MEDIA, PA	13	27	3	no
S•••••• M••• M•••••	Certified Financial Planner	MEDIA, PA	12	25

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
H••••••••• B••••••• L••••	CHIEF COMPLIANCE OFFICER, WEALTH MANAGER, AND PARTNER	C	yes	07/2024	Jul 25, 2024	Jul 25, 2024
L••••••• P•••• A•••••	WEALTH MANAGER AND PARTNER	C	yes	06/2013	Mar 18, 2022

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
B•••••• L• H••••••••• I••	n/a	n/a	n/a	Y	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
REHOBOTH BEACH	De	United States	1	no
Wilmington	De	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

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

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

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	2	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$412M	$327M	26.1%	$125M	48.9%	5	5	2	2

Relationships

Registered with (4)

← B•••••• L•••• H•••••••••Advisorregistration: current employment
Jul 2, 2024 to presentfactForm ADV
← O••• M•••••• B••••Advisorregistration: current employment
Feb 6, 2024 to presentfactForm ADV
← S•••••• M••• M•••••Advisorregistration: current employment
Jan 2, 2014 to presentfactForm ADV
← P••• A••••• L••••••

Dated events

Occurred
Mar 25, 2025
Regulatory AUM changed
F••••••••• W••••• M••••••••• L•• reported RAUM $326.8M, up 95% from $167.3M (2024-07-25 to 2025-03-25)
Form ADVobserved 7 days ago
$160M
Occurred
Jul 25, 2024
Control person joined
Loran Burwell Hutchinson (Chief Compliance Officer, Wealth Manager, And Partner) appeared on Schedule A of F••••••••• W••••• M••••••••• L••
Form ADVobserved 7 days ago
Occurred
Mar 18, 2022
First Form ADV filing
F••••••••• W••••• M••••••••• L•• filed its initial SEC registration (Form ADV)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c110c811-338c-2d31-4177-a98a2080f705
First observed: Mar 18, 2022
Last observed: Jun 29, 2026 2 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.