DFX Intelligence

W••••••• R•••• F••••••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserState registeredState registeredRAUM under $100M

W••••••• R•••• F••••••••

W••••••• R•••• & ASSOCIATES, INC., CRD 334854

GREENSBORO, NC

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Data as of Apr 8, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 10:13 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Apr 8, 2026 to Apr 8, 2026
1 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: state registeredderivedon the IAPD state feed, not SEC-registered
Regulatory AUM: $26.5M••• Locked
Discretionary RAUM: $26.5M
Private client RAUM: $26.5Mderived••• Locked
Private client share: 100%derivedprivate client RAUM over total RAUM
Employees: 2
Advisory employees: 1

Relationships

Registered with (2)

← W•••••• J•••• R••••Advisorregistration: current employment
Jun 13, 2025 to presentfactForm ADV
← G••••• L•• H•••••Advisorregistration: previous registration
Jun 19, 2025 to Aug 4, 2025factForm ADV

Dated events

Order

Occurred
4 Aug 2025
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Apr 8, 2026
Last observed: Apr 8, 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.