DFX Intelligence

Family office profile

D•••• W••••• A•••••••

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Lehi, UTOutsourced family office provideridentity confidence 80%d•••••••••.com

Why this class: the office describes itself as a outsourced family office (cited).

Not yet hand-verified

Last observed Sep 22, 2026 · 96 observations · 4 sources

29 people · 0 investments · 376 public positions · 73 events

Direct investing

moderate

Each reading is 0 to 100 from the listed components in the evidence section; hover a tile for what it measures. No evidence yet of: external managers, private markets, sponsor-friendly, real estate, co-investment.

Overview

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Profile completeness 53% (medium value, medium; the most valuable missing fact is direct investments)

identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness

Classification: Outsourced family office provider
Description: ••• Locked
Headquarters: Lehi, UT
Office address: ••• Locked
Business phone: ••• Locked
Website: d•••••••••.com
Year established: unknown
Assets under management: unknown
Capital scale: Reported office AUM: unknown. 13F disclosed value $474M. Regulatory AUM $1.5B. These are different facts and are never added together.
Regulatory AUM (Form ADV): $1.5B as of Apr 27, 2026, the adviser's regulatory assets, not the family's wealthFact
SEC registration: RIA since May 11, 2018 · 17 employeesFact
Client mix (Form ADV 5.D): Individuals: 744 ($170M); Corporations: 2 ($780,841); Pension plans: 36 ($40.7M); Charitable organizations: 1 ($302,286); High net worth individuals: 329 ($1.3B)Fact
Form 13F: $474M across 710 positions, quarter ended Mar 31, 2026. Long 13(f) securities only; never the whole portfolio.Fact

Classification history

Sep 12, 2026Outsourced family office provider 80%the office describes itself as a outsourced family office (cited)Fact
Sep 12, 2026Outsourced family office provider 60%registered adviser offering family office services among its advisory services ('general consulting services, family office services')Inference

Family and wealth origin

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Family served: unknown
Source of wealth: unknown
Operating company origin: unknown

Not on the record yet. Family and wealth-origin claims are written only from cited public sources.

Team

29 peopleshow

Person	Title	Responsibility	Business contact	Source
J•••• H•••••• C••	Chief Investment Officer	Chief investment officer · investment decisions	none on record	d•••••••••.com Fact
J•••• K••• H•••••	Chief Investment Officer	Chief investment officer · investment decisions	none on record	r••••••.a•••••••••.s••.gov Fact
J••• R•••••	Alternatives Investment Analyst	Direct investments · investment decisions	none on record	d•••••••••.com Fact
J••• R•••••• C•••	Alternatives Investment Analyst	Direct investments · investment decisions	none on record	d•••••••••.com Fact
J••• C•••••• C••	Portfolio Manager	Direct investments · investment decisions	none on record	d•••••••••.com Fact
T••• K••••••	Investment Analyst	Direct investments · investment decisions	none on record	d•••••••••.com Fact
B•••••• D•••••	Director of Client Service	Leadership	none on record	d•••••••••.com Fact
L••••• C•••••• C••••	President	Leadership	none on record	r••••••.a•••••••••.s••.gov Fact
L••••• C••••	Founder & CEO	Leadership	none on record	d•••••••••.com Fact
M••• P••••••••	Chief Compliance Officer	Operations and finance	none on record	d•••••••••.com Fact
M•••••• J•••• P••••••••	Chief Compliance Officer	Operations and finance	none on record	r••••••.a•••••••••.s••.gov Fact
P••• A•••••• G•••••••	Chief Financial Officer	Operations and finance	none on record	r••••••.a•••••••••.s••.gov Fact
P••• G•••••••	Chief Financial Officer	Operations and finance	none on record	d•••••••••.com Fact
R•••• H•••••	Chief Operations Officer	Operations and finance	none on record	d•••••••••.com Fact
R•••• W•••••• H•••••	Chief Operating Officer	Operations and finance	none on record	r••••••.a•••••••••.s••.gov Fact
A••• J••••	Wealth Adviser	Other	none on record	d•••••••••.com Fact
A••• S••••	Agent	Other	phone: ••• Locked (published by the subject, May 1, 2026)	sec.gov Fact
B•••• R•••••	Wealth Adviser	Other	none on record	d•••••••••.com Fact
C••••• C•••••••	Client Service Associate	Other	none on record	d•••••••••.com Fact
D••••• R•••	Wealth Adviser	Other	none on record	d•••••••••.com Fact
D••••• W•••••	Service Adviser	Other	none on record	d•••••••••.com Fact
E••••• T•••••	Associate	Other	none on record	d•••••••••.com Fact
J••• O•••••	Service Adviser	Other	none on record	d•••••••••.com Fact
J••• R•••••	Service Adviser	Other	none on record	d•••••••••.com Fact
K•••• K••••	Service Adviser	Other	none on record	d•••••••••.com Fact
L•••• F•••	Client Service Associate	Other	none on record	d•••••••••.com Fact
M••• W••••	Wealth Adviser	Other	none on record	d•••••••••.com Fact
S•••• B••••••	Client Service Associate	Other	none on record	d•••••••••.com Fact
S••• A••	Executive	Other	none on record	d•••••••••.com Fact

Office contact points

Business phone: ••• Locked (published by the subject) a•••••••••.s••.gov

Business phone: ••• Locked (published by the subject) d•••••••••.com

Office address: ••• Locked (published by the subject) sec.gov

W••••••: ••• Locked (published by the subject) d•••••••••.com

Investment mandate

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••• Locked

Stated (their words, cited)

No cited statement of mandate on the record.

Observed (from the investment record)

No investments on the record yet, so nothing is observed.

Inferred (regulatory shape and team)

Public equity book: $474M Inference
13F table value, quarter ended 2026-03-31; long 13(f) securities only
Direct investment team: 4 Inference
named professionals with this responsibility

Invests directly: unknown
Allocates to managers: unknown
Asset classes: unknown
Sectors: unknown
Geography: unknown
Check size: unknown

Direct investments

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No substantiated direct investment on the record. Absence here is absence of evidence, not evidence of absence.

Fund and manager relationships

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No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.

Public stakes and holdings

40 positionsshow

Form 13F holdings

Top 40 positions of 710 for the quarter ended Mar 31, 2026; $289M shown of $474M reported. Long 13(f) securities only. Never presented as the whole portfolio.

Issuer	Class	Value	Shares	Weight
V••••••• T••••••••• F••	VAN FTSE DEV MKT	$26.6M	415,652	5.6%
I•••••• T•	CORE S&P500 ETF	$26.1M	39,993	5.5%
J• P• M••••• E••••••• T••••• F•	BETABUILDRS US	$19.7M	168,496	4.2%
N••••• C•••••••••	COM	$17.1M	97,940	3.6%
A•••• I••	COM	$15.0M	58,947	3.2%
V••••••• I••• E••••• I•••• F•	FTSE EMR MKT ETF	$13.6M	252,431	2.9%
M•••••••• C•••	COM	$11.0M	29,817	2.3%
V••••••• I•••• F••	MID CAP ETF	$10.4M	36,324	2.2%
B•••••••• E•• T•••• I•	I•••••• AAA CLO	$9.3M	179,552	2.0%
A••••• C•• I••	COM	$8.5M	40,701	1.8%
S••••••• E••••••• T••••• F••	HIGH YIELD ETF	$8.5M	396,511	1.8%
I•••••• T•	CORE S&P SCP ETF	$7.9M	63,207	1.7%
A••••••• I••	CAP STK CL A	$7.6M	26,565	1.6%
J• P• M••••• E••••••• T••••• F•	JPMORGAM LTD DUR	$7.0M	134,983	1.5%
B•••••••• H••••••• I•• D••	CL B NEW	$6.5M	13,580	1.4%
M••• P•••••••• I••	CL A	$5.8M	10,057	1.2%
M••••• S•••••• E•• T••••	EATON VANCE TOTA	$5.7M	111,395	1.2%
C•••••• G•• F•••• I••• E•• T•	US MULTI-SECTOR	$5.3M	194,938	1.1%
E•••• M•••• C•••	COM	$5.2M	30,478	1.1%
I•••••• T•	EAFE VALUE ETF	$5.1M	69,033	1.1%
B••••••• I••	COM	$5.0M	16,202	1.1%
A••••••• I••	CAP STK CL C	$4.8M	16,889	1.0%
T•••• I••	COM	$4.7M	12,753	1.0%
G•••••• S•••• E•• T•	A•••••BETA INT	$4.3M	99,346	0.9%
G•••••• S•••• E•• T•	MARKETBETA I•••	$3.9M	55,335	0.8%
C••••••••• I••	COM	$3.8M	5,375	0.8%
V••••••• I•••• F••	TOTAL STK MKT	$3.8M	11,869	0.8%
W•••••• I••	COM	$3.6M	29,169	0.8%
I•••••• T•	TRS FLT RT BD	$3.5M	69,659	0.7%
D••••••••• E•• T••••	EMERGING MARKETS	$3.2M	74,388	0.7%
I•••••• T•	IBONDS DEC2026	$3.1M	126,419	0.6%
S••• S••••• T••••	STATE STREET SPD	$3.0M	119,857	0.6%
J••••••• C•••• • C•	COM	$2.8M	9,448	0.6%
E•• L•••• • C•	COM	$2.7M	2,952	0.6%
I•••••• E••• T••••• F• T• I•	RAFI DVLPD MRKTS	$2.5M	36,335	0.5%
S••• A••••• E•• T•	STATE STREET BLA	$2.4M	60,062	0.5%
B•••••••• E•• T••••	I•••••• US LARG	$2.4M	77,731	0.5%
D••••••••• E•• T••••	I••• HIGH PROFIT	$2.4M	73,194	0.5%
J• P• M••••• E••••••• T••••• F•	NASDAQ EQT PREM	$2.4M	42,396	0.5%
V••• I••	COM CL A	$2.3M	7,672	0.5%

Changes between the last two quarters

Mar 31, 2026 ••• Locked sec.gov
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Real estate

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No documented real estate ownership link. A property is attributed to an office only through a documented control relationship, never from a surname.

Co-investors

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No co-investor on the record.

Independent sponsor relationships

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No cited relationship to an independent sponsor.

Related entities

1show

Signals and timeline

2show

Most significant first: what kind of change it is, its size, whose change it is, and how recent. 2 events. 13F position changes are under Public stakes and holdings.

Sep 12, 2026Classification changed••• Lockedc•••••••••Factno URL
Sep 11, 2026Office discovered••• LockedDiscoveryInferencea•••••••••.s••.gov

Sources and evidence

96show

Every observation behind this profile: the value, when it was effective, the source, the quote where there is one, and whether it is a fact, an inference or an estimate. 96 shown.

Score components

Freshness

+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (1 days)

Contactability

+40 n•••• d••••••••• (••• Locked)

+20 v••••••• b••••••• p••••• (3)

+10 o••••• a••••••

Data confidence

+10 w••••••

+10 p•••••

+5 p••••• h•••••••

+10 r••••••••• r•••••

+15 i••••••••• s•••••• (3 sources)

Active deployment

no components; scored 0

Exists confidence

+50 r••••••••• i••••••••• •••• C•• o• E•••

+20 w••••••

+30 i••••••••• s•••••• (3 sources)

Research priority

+16 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($1,500,752,553)

+0 r••• (1338)

Mandate confidence

no components; scored 0

Identity confidence

+80 c••••••••• (••• Locked)

Real estate propensity

no components; scored 0

Co investment propensity

no components; scored 0

Family identity confidence

no components; scored 0

Private markets propensity

no components; scored 0

Current activity confidence

+25 f•••• a• 1•• f•• a• r••••• q•••••• ••• e••••• o•••••••• n•• d•••••••••

+25 a• s••••••••• f••• w••••• 1• m••••• (1 days)

External manager propensity

no components; scored 0

Direct investment propensity

+15 d••••• i••••••••• p••••••••• o• s••••

Independent sponsor propensity

no components; scored 0

Fact	Value	Effective	Source	Class
Form ADV firm type	RIA	Apr 27, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Form ADV admission signal	services_description	Apr 27, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Latest Form ADV filing	2026-04-27	Apr 27, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Other names (Form ADV 1.B)	••• Locked	Sep 21, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Other names (Form ADV 1.B)	••• Locked	Sep 20, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Other names (Form ADV 1.B)	••• Locked	Sep 19, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Other names (Form ADV 1.B)	••• Locked	Sep 11, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Other services (Form ADV)	GENERAL CONSULTING SERVICES, FAMILY OFFICE SERVICES	Apr 27, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Advisory services (Form ADV 5.G)	financial_planning,portfolio_management_individuals,portfolio_management_businesses_institutions,pension_consulting,selection_of_other_advisers,other	Apr 27, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Form ADV status	Approved	Apr 27, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
SEC status effective	2018-05-11	Apr 27, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Bios read	bio-fo-1	Sep 12, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) d•••••••••.com	Fact
Branch offices	7	Sep 21, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Branch offices	7	Sep 20, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Branch offices	7	Sep 19, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Branch offices	7	Sep 11, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Business phone	••• Locked	Apr 27, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
High net worth clients	329	Apr 27, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Client mix (Form ADV 5.D)	{"individuals":{"clients":744,"raum_usd":170353255,"fewer_than_5":false},"corporations":{"clients":2,"raum_usd":780841,"fewer_than_5":false},"pension_plans":{"c	Apr 27, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Description	••• Locked	Sep 21, 2026	The office in its own words (description and investment thesis from its home, about, approach and criteria pages) d•••••••••.com	Fact
Employees	17	Apr 27, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Filing address	••• Locked	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Filing address	••• Locked	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F filer	Y	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	3	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	3	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	2	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	1	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Other managers on 13F	0	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2026-03-31	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2025-12-31	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2025-09-30	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2025-06-30	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2025-03-31	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Latest 13F quarter	2024-12-31	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	710	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	703	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	358	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	346	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	586	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F positions	342	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$474M	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$512M	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$472M	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$456M	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$426M	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
13F table value	$408M	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Lehi, UT	Apr 27, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Headquarters	Lehi, UT	Mar 31, 2026	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Lehi, UT	Dec 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Lehi, UT	Sep 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Lehi, UT	Jun 30, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Lehi, UT	Mar 31, 2025	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Headquarters	Lehi, UT	Dec 31, 2024	SEC Form 13F data sets (quarterly holdings, all filers) sec.gov	Fact
Legal form	Limited Liability Company	Apr 27, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Office address	••• Locked	Apr 27, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Office type (stated)	outsourced_family_office	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) d•••••••••.com	Fact
Office type (stated)	outsourced_family_office	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) d•••••••••.com	Fact
Office type (stated)	outsourced_family_office	Sep 19, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) d•••••••••.com	Fact
Office type (stated)	outsourced_family_office	Sep 14, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) d•••••••••.com	Fact
Office type (stated)	outsourced_family_office	Sep 12, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) d•••••••••.com	Fact
Private funds advised	0	Apr 27, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Private fund gross assets	$0	Apr 27, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
R••• accounts	4,196	Apr 27, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
R••• hnw usd	$1.3B	Apr 27, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
R••• usd	$1.5B	Apr 27, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Schedule a rows	6	Sep 11, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) r••••••.a•••••••••.s••.gov	Fact
Team page url	https://d•••••••••.com/	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) d•••••••••.com	Fact
Team page url	https://d•••••••••.com/	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) d•••••••••.com	Fact
Team page url	https://d•••••••••.com/	Sep 19, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) d•••••••••.com	Fact
Team page url	https://d•••••••••.com/	Sep 16, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) d•••••••••.com	Fact
Team page url	https://d•••••••••.com/	Sep 14, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) d•••••••••.com	Fact
Team page url	https://d•••••••••.com/	Sep 12, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) d•••••••••.com	Fact
Team page url	https://d•••••••••.com/	Sep 11, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) d•••••••••.com	Fact
Website	••• Locked	Apr 27, 2026	SEC Form ADV monthly roster (RIA + exempt reporting advisers) a•••••••••.s••.gov	Fact
Website read	site-fo-3	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) d•••••••••.com	Fact
Website read	site-fo-3	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) d•••••••••.com	Fact
Website read	site-fo-3	Sep 19, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) d•••••••••.com	Fact
Website read	site-fo-3	Sep 14, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) d•••••••••.com	Fact
Website read	site-fo-3	Sep 12, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) d•••••••••.com	Fact
Website title	D•••• W••••• A•••••••	Sep 21, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) d•••••••••.com	Fact
Website title	D•••• W••••• A•••••••	Sep 20, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) d•••••••••.com	Fact
Website title	D•••• W••••• A•••••••	Sep 19, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) d•••••••••.com	Fact
Website title	D•••• W••••• A•••••••	Sep 14, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) d•••••••••.com	Fact
Website title	D•••• W••••• A•••••••	Sep 12, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) d•••••••••.com	Fact
Website title	D•••• W••••• A•••••••	Sep 11, 2026	Family office and investment company w••••••s (about, team, portfolio, news pages) d•••••••••.com	Fact