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B••••••••• W•••••, LLC, CRD 305896
WINCHESTER, VA
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 |
|---|---|---|---|---|---|---|
| J•••••• A•••• H••• | Certified Financial Planner | WINCHESTER, VA | 6 | 18 | 2 | yes |
| J••••• D••••• B••••••••• | n/a | WINCHESTER, VA | 6 | 14 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| H•••• J••••••• A•••• | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | yes | 06/2018 | Oct 24, 2019 | Mar 6, 2024 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Winchester | Va | United States | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Feb 11, 2026 |
| 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 | 1 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $425M | $307M | 38.6% | $234M | 22.0% | 7 | 6 | 2 | 1 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| C•••••••• I••••••••• R••••••• A•••••••• I••• | 2 | Feb 26, 2020 | May 27, 2020 | WINCHESTER, VA | Team lift out | Ibd to RIA | 0.1% |
| W•••••• • A••••••••• W••••• M••••••••• | 2 | Jan 22, 2020 |
| no |
| J••••• D••••• N•••••• | Certified Financial Planner | WINCHESTER, VA | 6 | 23 | 5 | yes |
| K••••••• K•••• W•••• | n/a | WINCHESTER, VA | 6 | 28 | 4 | yes |
| S••••• G•••••• P••••••• | Certified Financial Planner | WINCHESTER, VA | Winchester, VA | 6 | 18 | 1 | no |
| L••• Z•••••••• | Certified Financial Planner | WINCHESTER, VA | Middleburg, VA | 1 | 11 | 1 | yes |
| $425M |
| $425M |
| 7 |
| 6 |
| 2 |
| n/a |
| n/a |
| 2024 | Feb 13, 2025 | $307M | $306M | 6 | 5 | 1 | n/a | n/a |
| 2023 | Mar 6, 2024 | $266M | $266M | 6 | 5 | 1 | n/a | n/a |
| 2022 | Mar 16, 2023 | $234M | $234M | 6 | 5 | 1 | n/a | n/a |
| 2021 | Feb 16, 2022 | $240M | $239M | 6 | 3 | 1 | n/a | n/a |
| 2020 | Mar 12, 2021 | $210M | $210M | 7 | 3 | 1 | n/a | n/a |
| 2019 | Feb 24, 2020 | $162M | $162M | 6 | 3 | 0 | n/a | n/a |
| MIDDLEBURG, VA |
| Team lift out |
| RIA to new firm |
| 50.0% |