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W••••••• F••••• O•••••

Outsourced family office provider

Outsourced family office provider.

Composed from this office's classification, location and record.

Mandate
As of · the latest observation of this office; filed figures carry their own filing dates

Nothing material in the last 365 days. Last change: 13 Sep 2026, ••• Locked.

Readings, classification basis and verificationidentity confidence 75% · 6 observations · 1 sourceShow
Outsourced family office providerVerified Sep 13, 2026 (9 days ago)0 people · 0 investments · 0 public positions · 2 events

Why this class: W••••••• F••••• O•••••, LLC was a Deerfield IL registered investment adviser selling family office services to high-net-worth families, acquired by Clearstead in January 2025..

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: direct investing, external managers, private markets, sponsor-friendly, real estate, co-investment.

Profile completeness 13% (low value, medium; the most valuable missing fact is direct investments)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Overview
show
Classification
Outsourced family office provider
Description
unknown
Headquarters
unknown
Office address
unknown
Business phone
unknown
Website
unknown
Year established
unknown
Assets under management
unknown
Capital scale
Reported office AUM: unknown. No public number of any kind.
Classification history
  • Sep 13, 2026Outsourced family office provider 75%W••••••• F••••• O•••••, LLC was a Deerfield IL registered investment adviser selling family office services to high-net-worth families, acquired by Clearstead in January 2025.Factverifiedclearstead.com“••• Locked”
  • Sep 12, 2026Single family office (probable) 70%a press release by Clearstead describes it as a single family office (cited)Fact
Team
show
No current professionals on the record.
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 13, 2026Classification changed••• Lockedc•••••••••Factclearstead.com
  • Jul 1, 2026Office discovered••• LockedDiscoveryFactprnewswire.com
Investment mandate
show
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)
Nothing to infer from.
Invests directly
unknown
Allocates to managers
unknown
Asset classes
unknown
Sectors
unknown
Geography
unknown
Check size
unknown
Direct investments
show
No substantiated direct investment on the record. Absence here is absence of evidence, not evidence of absence.
Fund and manager relationships
show
No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.
Public stakes and holdings
show
Form 13F holdings
No 13F filing on the record for this office.
Real estate
show
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
show
No co-investor on the record.
Independent sponsor relationships
show
No cited relationship to an independent sponsor.
Related entities
show
Sources and evidence
6show

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. 6 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (8 days)
Contactability
no components; scored 0
Data confidence
+5 i••••••••• s•••••• (1 sources)
Active deployment
no components; scored 0
Exists confidence
+10 i••••••••• s•••••• (1 sources)
+30 a•••••••••
Research priority
+5 n• d••••••••• y•• •••••••• w•••• a•• o•••
+2 n• w•••••• k•••• •••••••• w•••• f••• o•••
+0 r••• (2136)
Mandate confidence
no components; scored 0
Identity confidence
+75 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 a• s••••••••• f••• w••••• 1• m••••• (83 days)
External manager propensity
no components; scored 0
Direct investment propensity
no components; scored 0
Independent sponsor propensity
no components; scored 0
View all 6 observations
FactValueEffectiveSourceClass
Office type (stated)Outsourced family office
“••• Locked”
Sep 13, 2026DFX analyst research (General-assisted, every claim URL-cited) clearstead.comFact
Office type (stated)Single family officeJul 1, 2026PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.comFact
Office type (stated)Single family officeJul 1, 2026PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.comFact
Office type (stated)Single family officeJul 1, 2026PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.comFact
Office type (stated)Single family officeFeb 3, 2026PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.comFact
Office type (stated)Single family officeFeb 3, 2026PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.comFact

Not yet on record: direct investments, decision makers, capital scale, last deployment.