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C•••••••• 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

C•••••••• W••••• M••••••••• L••

CRD 132058

BLOOMFIELD HILLS, MI

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Search this name across graphsid dfx:ria:c1c195f2-b363-71e9-6c14-95234511ecb4

Data as of Mar 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:28 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 3
On other graphs: 0
Observed: Mar 28, 2012 to Mar 23, 2026
19 observations

Across DFX

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.

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: $907M••• Locked
Discretionary RAUM: $907M
Private client RAUM: $899Mderived••• Locked
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $181Mderived

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
M••• R•••••••• F•••••••••	n/a	BLOOMFIELD HILLS, MI	16	27	n/a	no
R•••••• E••••• B••••••••	Chartered Financial Consultant	Chapel Hill, NC \| BLOOMFIELD HILLS, MI	15	34

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B••••••••• R••••••• E•••••	MEMBER / OWNER / PRESIDENT	E	yes	06/2004	Mar 28, 2012	Mar 19, 2024
F••••••••• M•••• R••••••••	CHIEF EXECUTIVE OFFICER	B	no	01/2023	Mar 21, 2023	Mar 19, 2024

Offices

••• Locked

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

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
0	0	0	0.0%	0	0	0	0	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	$907M	$778M	16.6%	$676M	10.3%	6	6	2	2

Relationships

Registered with (6)

← M••••••• M••••Advisorregistration: current employment
Oct 28, 2025 to presentfactForm ADV
← D•••••• J••• D••••••••Advisorregistration: previous registration
Apr 6, 2022 to Nov 17, 2022factForm ADV
← L•••• T••••• R•••Advisorregistration: current employment
Jan 20, 2016 to presentfactForm ADV
← R•••••• E••••• B••••••••

Dated events

Occurred
Mar 21, 2023
Regulatory AUM changed
C•••••••• W••••• M••••••••• L•• reported RAUM $676.3M, down 33% from $1.0B (2022-10-21 to 2023-03-21)
Form ADVobserved 7 days ago
$-326M
Occurred
Nov 14, 2022
Advisor changed firm
Casey James Bear left C•••••••• W••••• M••••••••• L•• for Kmg Fiduciary Partners, Llc (registered 2022-12-13)
Form ADVobserved 7 days ago
Occurred
Oct 21, 2022
Control person left
James Casey Bear (Chief Executive Officer) no longer on Schedule A of C•••••••• W••••• M••••••••• L•• (listed 2022-03-30, absent 2022-10-21)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c1c195f2-b363-71e9-6c14-95234511ecb4
First observed: Mar 28, 2012
Last observed: Mar 23, 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.