DFX Intelligence

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

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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 100m 1b

W••••••• C••••••

W••••••• C•••••• MANAGEMENT, LLC, CRD 316324

FOREST, VA

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Search this name across graphsid dfx:ria:e5117352-aac9-67ff-ace9-3437fb0d9047

Data as of Aug 7, 2025 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:21 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 4
On other graphs: 1
Observed: Apr 13, 2022 to Aug 7, 2025
9 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Real Estate Fundsidentity

W••••••• C••••••

Real estate fund manager · shared crd

Private Creditcandidate

W••••••• C••••••

Credit provider · name unique adv

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: $202M••• Locked
Discretionary RAUM: $202M
Private client RAUM: $0derived••• Locked
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 11
Advisory employees

Private funds

••• Locked

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
W••••••• I••••• F••• I••	Real Estate Fund	$17.1M	Feb 29, 2024	100	Aug 30, 2021	reported	021-409647
W••••••• I••••• F••• I•	Real Estate Fund	$16.2M	Feb 29, 2024

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
F••••• B••••	SOLE MEMBER	E	yes	09/2005	Mar 21, 2023	Feb 29, 2024
F•••••••• I••••••••• G••••• L••	Partner	C	yes	12/2018	Apr 13, 2022	Feb 29, 2024

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2024	Mar 4, 2025

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2024	$202M	$129M	57.1%	n/a	n/a	11	7	0	0

Relationships

Advises (2)

→ W••••••• I••••• F••• I••Private fundReal Estate Fund, IA
Aug 30, 2021 to presentfactForm ADV
→ W••••••• I••••• F••• I•Private fundReal Estate Fund, IA
Jan 28, 2022 to presentfactForm ADV

Owns (2)

← H•••• A•••••••• Y•••OwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jan 6, 2023 to Feb 29, 2024factForm ADV
← C•••••• M••••••••• C••••••• L••

Dated events

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

Occurred
Mar 21, 2023
Control person joined
••• Locked
Form ADVobserved 7 days ago
Occurred
Jan 6, 2023
Control person left
••• Locked
Form ADVobserved 7 days ago
Occurred
Apr 13, 2022
First Form ADV filing
••• Locked
Form ADVobserved 7 days ago

Show 1 bookkeeping events

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e5117352-aac9-67ff-ace9-3437fb0d9047
First observed: Apr 13, 2022
Last observed: Aug 7, 2025 13 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.