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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM none

WSFS WEALTH MANAGEMENT

WSFS WEALTH MANAGEMENT, LLC, CRD 169192

GREENVILLE, DE

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:daa03775-e69a-dceb-7457-8574ad7880de

Data as of Oct 2, 2013 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:55 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Oct 2, 2013 to Oct 2, 2013
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: former SEC adviserderivedabsent from the latest SEC roster
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Advisors on IAPD: 0
Employees: 0
Advisory employees: 0
SEC number: 801-78663
CRD: 169192
Filings on the tape: 1
First filed: Oct 2, 2013
Latest filed: Oct 2, 2013
Organised: Limited Liability Company, Delaware

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
WSFS FINANCIAL CORPORATION	Owner	E	yes	09/2013	Oct 2, 2013	Oct 2, 2013
DOLINGER, LAURA	CHIEF COMPLIANCE OFFICER	Na	no	09/2013	Oct 2, 2013	Oct 2, 2013

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
CYPRESS CAPITAL MANAGEMENT, LLC	n/a	Former SEC adviser	$1.3B	N	yes	n/a
WILMINGTON SAVINGS FUND SOCIETY, ,F.S.B.	n/a	n/a	n/a	N	yes	De

Relationships

Affiliated with (1)

→ CYPRESS CAPITAL MANAGEMENT, LLCRegistered adviserother investment adviser, common control
factForm ADV

Owns (1)

← DOLINGER, LAURAOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Oct 2, 2013 to presentfactForm ADV

Controls (1)

← WSFS FINANCIAL CORPORATIONOwnerOWNER, ownership code E, domestic entity
Oct 2, 2013 to presentfactForm ADV

Dated events

Occurred
Oct 2, 2013
First Form ADV filing
Wsfs Wealth Management filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:daa03775-e69a-dceb-7457-8574ad7880de
First observed: Oct 2, 2013
Last observed: Oct 2, 2013 157 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.

WSFS WEALTH MANAGEMENT

WSFS WEALTH MANAGEMENT, LLC, CRD 169192

GREENVILLE, DE

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:daa03775-e69a-dceb-7457-8574ad7880de

Data as of Oct 2, 2013 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:55 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

WSFS FINANCIAL CORPORATION

Owner

yes

09/2013

Oct 2, 2013

DOLINGER, LAURA

CHIEF COMPLIANCE OFFICER

09/2013

Oct 2, 2013

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

CYPRESS CAPITAL MANAGEMENT, LLC

n/a

Former SEC adviser

$1.3B

yes

n/a

WILMINGTON SAVINGS FUND SOCIETY, ,F.S.B.

n/a

yes