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C••••••• • C••••••• I•••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

C••••••• • C••••••• I•••

C••••••• • C• WEALTH MANAGEMENT LLC, CRD 317672

MCLEAN, VA

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Search this name across graphsid dfx:ria:c42d9de2-f9d7-34e6-d5fd-c7ab916123cb

Data as of Mar 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:44 AM UTC and rebuilt at most every 15 minutes.

Relationships: 73
Dated events: 15
On other graphs: 0
Observed: Nov 12, 2021 to Mar 9, 2026
32 observations

Across DFX

owners resolved from Schedule A/B to their own records, measured by hand

Private Equityowner

C••• F•••••••• C••••••••• L•••

owned by this fund per Schedule A/B (the fund is on its sponsor's Form ADV) · confidence 90% · family precision 100%

Private Equityowner

C••••••• D••••••• • R••• F••• X••• L•••

owned by this fund per Schedule A/B (the fund is on its sponsor's Form ADV) · confidence 90% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.98 fund_share=0.0 institutional_share=0.02 related_bd=true related_bank=true bd_reps=40.0 bank_owner=false
Regulatory AUM: $7.1BItem 5.F on the latest filing (2026-03-09); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $7.1B
Private client RAUM: $7.0BderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 47
RAUM per advisor

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first; showing 25 of 47

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
L•••• S••••••	n/a	MCLEAN, VA	4	33	1	yes
S••• K• G•••••••	Certified Financial Planner	MCLEAN, VA	4	18

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
C•••••••• S••••••• Q••••	President	Na	yes	11/2021	Mar 9, 2026	Mar 9, 2026
F•••• O••••••••• L••	Member	E	yes	11/2021	Mar 9, 2026

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
F•••• R••• S••••••••• L••	n/a	n/a	n/a	N	yes	n/a
J•••••• M••••••••• P••••••	n/a	n/a	n/a	N	no	n/a

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; showing 5 of 6

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
5	2	3	4.3%	1	0	0	12	8

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	$7.1B	$6.0B	19.3%	$4.0B	21.0%	97	84	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
O•••• W•••••• I•••	2	Aug 30, 2024	Jul 2, 2024	MCLEAN, VA	Team lift out	Ibd to RIA	0.0%
C••••••• • C• I••	14	Jan 4, 2022	Dec 2, 2022

Relationships

Registered with (55)

← JORDAN SPIKERAdvisorregistration: current employment
Aug 31, 2026 to presentfactForm ADV
← CAYLAH MINSUK KANGAdvisorregistration: current employment
Aug 13, 2026 to presentfactForm ADV
← Chloe S MankeAdvisorregistration: current employment
Aug 12, 2026 to presentfactForm ADV
← Alexander Max Kuczera

Dated events

4 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Jan 6, 2026
Advisor changed firm
Ryan Andrew Branch left C••••••• • C••••••• I••• for Iron Branch Wealth Llc (registered 2026-01-06)
Form ADVobserved 7 days ago
Occurred
Sep 25, 2025
Advisor changed firm
William Alexander Moir left C••••••• • C••••••• I••• for Abich Financial Wealth Management, Llc (registered 2025-10-21)
Form ADVobserved 7 days ago
Occurred
Sep 8, 2025
Advisor changed firm
Joshua Scott Roberts left C••••••• • C••••••• I••• for Robert W. Baird & Co. Incorporated (registered 2025-09-15)
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c42d9de2-f9d7-34e6-d5fd-c7ab916123cb
First observed: Nov 12, 2021
Last observed: Mar 9, 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.

Controls (14)

← F•••• F•••••••• P••••••• I•••OwnerMEMBER, ownership code E, domestic entity
Nov 12, 2021 to Dec 4, 2024factForm ADV
← F•••• F•••••••• P•••••••• L••OwnerMEMBER, ownership code E, domestic entity
Nov 12, 2021 to Dec 4, 2024factForm ADV
← F•••• O••••••••• L••OwnerMEMBER (MANAGER), ownership code E, domestic entity
Nov 12, 2021 to Dec 4, 2024factForm ADV
← S••••••• L••••• A••OwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Nov 12, 2021 to Dec 4, 2024factForm ADV
← K••••• C••••••••• A••••••OwnerPRINCIPAL, ownership code NA, individual
Nov 12, 2021 to Dec 4, 2024factForm ADV
← H•••••• J•••••• P•••••••OwnerPRINCIPAL, ownership code NA, individual
Nov 12, 2021 to Dec 4, 2024factForm ADV
← Y••••• C••••••••• M••••••OwnerPRINCIPAL, ownership code NA, individual
Nov 12, 2021 to Dec 4, 2024factForm ADV
← C•••••••• S••••••• Q••••OwnerPRESIDENT, ownership code NA, individual
Nov 12, 2021 to Dec 4, 2024factForm ADV
← C••• F•••••••• C••••••••• L•••OwnerPARTNER, ownership code C, foreign entity
Sep 22, 2023 to Dec 4, 2024factForm ADV
← C••• F•••••••• H•••••••• L•••OwnerPARTNER, ownership code D, domestic entity
Sep 22, 2023 to Dec 4, 2024factForm ADV
← C••••••• D••••••• • R••• F••• X••• L•••OwnerPARTNER, ownership code D, foreign entity
Sep 22, 2023 to Dec 4, 2024factForm ADV
← F•••••••• F•• A••••••••• L••OwnerSHAREHOLDER, CLASS A COMMON STOCK, ownership code E, domestic entity
Sep 22, 2023 to Dec 4, 2024factForm ADV
← F•••••••• F•• I••••••••• H•••••••• L••OwnerMEMBER, ownership code E, domestic entity
Sep 22, 2023 to Dec 4, 2024factForm ADV
← F•••••••• F•• U••••••• H•••••••• L•OwnerSHAREHOLDER, ownership code E, domestic entity
Sep 22, 2023 to Dec 4, 2024factForm ADV