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B••••••••• W•••••, LLC, CRD 282268
HINGHAM, MA
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 |
|---|---|---|---|---|---|---|
| M••• R••••• B••••• | n/a | HINGHAM, MA | 10 | 29 | 4 | no |
| R••• D•••••• M••••• | n/a | HINGHAM, MA | 10 | 26 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| B•••••• M•••• R••••• | FOUNDING MEMBER, CHIEF COMPLIANCE OFFICER | D | yes | 12/2015 | Jun 21, 2024 | Dec 4, 2024 |
| M•••••• R•••• D•••••• | FOUNDING MEMBER | D | yes | 12/2015 | Jun 21, 2024 | Dec 4, 2024 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Hyannis | Ma | United States | 1 | no |
| n/a | n/a | n/a | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Apr 9, 2026 |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 1 | -1 | 14.3% | 0 | 0 | 0 | 1 | 1 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $525M | $351M | 49.6% | n/a | n/a | 8 | 7 | 1 | 2 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| L•• F•••••••• L•• | 2 | Nov 18, 2019 | Jan 29, 2016 | HANOVER, MA | Team lift out | Ibd to RIA | 0.0% |
| no |
| J••••• M• G•••••• | Certified Financial Planner | HINGHAM, MA | 10 | 12 | 2 | no |
| A••••• T••• K•••••• | n/a | HINGHAM, MA | 2 | 16 | 1 | no |
| A••• N•••••••• F••••••• | n/a | Hanover, MA | HINGHAM, MA | 2 | 22 | n/a | no |
| M••• D• S••••• | n/a | Marshfield, MA | HINGHAM, MA | 0 | 30 | n/a | no |
| M••••••• R•••••• | n/a | HINGHAM, MA | 0 | 15 | n/a | no |
| $525M |
| 8 |
| 4 |
| 1 |
| n/a |
| n/a |
| 2024 | Mar 5, 2025 | $351M | $351M | 7 | 5 | 2 | n/a | n/a |