DFX Intelligence
Reading the graph
Reading the graph
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
B••• W••••• M••••••••• LLC, CRD 321991
LAKEWOOD RANCH, FL
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.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| D••••• F•••••• D••••••• | n/a | LAKEWOOD RANCH, FL | 3 | 27 | 1 | no |
| K••• A••• H••••• | n/a | LAKEWOOD RANCH, FL | 3 | 15 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| D•••••••• D•••••• F•••••• | OWNER / MEMBER AND CCO | E | yes | 05/2022 | Sep 1, 2022 | Nov 12, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| B••• T•• L•• | n/a | n/a | n/a | N | no | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| n/a | n/a | n/a | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 24, 2026 |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 2 | 1 | 1 | 14.3% | 1 | 0 | 0 | 4 | 1 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $326M | $270M | 20.9% | $107M | 44.9% | 15 | 10 | 2 | 2 |
| no |
| A•••••••• C••••• W•••• | Certified Financial Planner | LAKEWOOD RANCH, FL | 3 | 11 | 3 | no |
| J••••• M•••••• P••• | n/a | LAKEWOOD RANCH, FL | 2 | 19 | 3 | no |
| J••••• C••••••••• R•••• | Certified Financial Planner | LAKEWOOD RANCH, FL | 2 | 17 | 1 | no |
| J•••• P•••• T•••• | n/a | LAKEWOOD RANCH, FL | Lutz, FL | 0 | 13 | 1 | no |
| C••••• M• R•••• | Certified Financial Planner|Chartered Financial Consultant | Sanford, NC | LAKEWOOD RANCH, FL | 0 | 10 | 2 | no |
| $326M |
| $326M |
| 15 |
| 9 |
| 2 |
| n/a |
| n/a |
| 2024 | Feb 21, 2025 | $270M | $270M | 10 | 6 | 2 | n/a | n/a |
| 2023 | Mar 1, 2024 | $214M | $214M | 10 | 5 | 0 | n/a | n/a |
| 2022 | Jan 28, 2023 | $107M | $107M | 5 | 2 | 0 | n/a | n/a |