DFX Intelligence

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

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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

V•••••• W••• C•••••• M•••••••••

V•••••• W••• C•••••• M•••••••••, LLC, CRD 170186

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Search this name across graphsid dfx:ria:e1a81ef0-f11e-7127-4c88-75bc1cff927e

Data as of Mar 29, 2022 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 4
On other graphs: 0
Observed: Jan 3, 2014 to Mar 29, 2022
23 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
Regulatory AUM: $330M••• Locked
Discretionary RAUM: $138M
Private client RAUM: $278Mderived••• Locked
Private client share: 84%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 2
Advisory employees

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
B••••••• W••••••• E•••	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	yes	12/2013	Jan 3, 2014	Mar 29, 2022

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2021

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2021	$330M	$290M	13.8%	$296M	3.6%	2	2	0	1

Teams out

••• Locked

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
I••••••••• A••••••• N•••••• L••	2	Aug 17, 2018	Jun 19, 2018	SAN DIEGO, CA	Team lift out	RIA to RIA	66.7%

Teams in

••• Locked

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
P••••••• W••••• P•••••••	2	Apr 1, 2016	Apr 19, 2016	TAMPA, FL	Team lift out	Other	20.0%

Relationships

Controls (1)

← B••••••• W••••••• E•••OwnerMANAGING MEMBER & CHIEF COMPLIANCE OFFICER, ownership code E, individual
Jan 3, 2014 to presentfactForm ADV

Registered with (3)

← W•••••• E••• B••••••Advisorregistration: previous registration
Jan 13, 2014 to Sep 30, 2022factForm ADV
← C••••• S•••• B••••Advisorregistration: previous registration
Apr 19, 2016 to Aug 17, 2018factForm ADV
←

Dated events

Occurred
Sep 30, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Oct 20, 2021
Control person left
••• Locked
Form ADVobserved 8 days ago
Occurred
Mar 4, 2019
Control person joined
••• Locked
Form ADVobserved 8 days ago
Occurred
Jan 3, 2014
First Form ADV filing

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e1a81ef0-f11e-7127-4c88-75bc1cff927e
First observed: Jan 3, 2014
Last observed: Mar 29, 2022 54 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.