DFX Intelligence
Family Office Intelligence
A continuously maintained graph of U.S. family offices: identity, team, observed investments, public holdings, relationships and dated signals of change. Facts, inferences and estimates are labelled as such, with the source and the date, on every row. Unknown is printed as unknown.
Family office profile
W••••• D••••••••• F••••• O•••••• I••
The office, people and counterparty names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
Cincinnati, OHOutsourced family office provideridentity confidence 80%w•••••••••.com
Why this class: the office describes itself as a outsourced family office (cited).
Not yet hand-verified
Last observed Sep 14, 2026 · 33 observations · 3 sources
4 people · 0 investments · 0 public positions · 2 events
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.
Overviewshow
Profile completeness 34% (low 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
- Wealth D••••••••• Group offers fiduciary wealth management and financial planning for families and executives in Cincinnati, OH. Serving clients nationwide.
- Headquarters
- Cincinnati, OH
- Office address
- 7870 E KEMPER ROAD, SUITE 210, Cincinnati, OH, 45249
- Business phone
- (513) 945-1030
- Website
- w•••••••••.com
- Year established
- unknown
- Assets under management
- unknown
- Capital scale
- Reported office AUM: unknown. Regulatory AUM $626M. These are different facts and are never added together.
- Regulatory AUM (Form ADV)
- $626M as of Sep 25, 2025, the adviser's regulatory assets, not the family's wealthFact
- SEC registration
- RIA since Jun 24, 2015 · 16 employeesFact
- Client mix (Form ADV 5.D)
- Other: 3 ($572,426); High net worth individuals: 13 ($625M)Fact
Classification history
- Sep 12, 2026Outsourced family office provider 80%the office describes itself as a outsourced family office (cited)Fact
- Sep 12, 2026Multi-family office 70%registered adviser named as a family office serving many clients: a multi-family office by constructionInference
Family and wealth originshow
- 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.
Team4 peopleshow
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| D••••• D•••• V•••••••• | Shareholder and Financial Advisor | Leadership | none on record | |
| D•••••• P••• L••••• | Shareholder, President, Secretary | Leadership | none on record | |
| K•••• A•• W••••••• | Chief Compliance Officer | Operations and finance | none on record | |
| P•••••• D••••• H•••• | Chief Legal Officer | Operations and finance | none on record |
Office contact points
Office address: 7870 E KEMPER ROAD, SUITE 210, Cincinnati, OH, 45249 (published by the subject) adviserinfo.sec.gov
Investment mandateshow
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 investmentsshow
No substantiated direct investment on the record. Absence here is absence of evidence, not evidence of absence.
Fund and manager relationshipsshow
No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.
Public stakes and holdingsshow
Form 13F holdings
No 13F filing on the record for this office.
Real estateshow
No documented real estate ownership link. A property is attributed to an office only through a documented control relationship, never from a surname.
Co-investorsshow
No co-investor on the record.
Independent sponsor relationshipsshow
No cited relationship to an independent sponsor.
Related entities2show
Signals and timeline2show
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 changedW••••• D••••••••• F••••• O•••••• I••: CONFIRMED_MFO -> OUTSOURCED_FAMILY_OFFICE (the office describes itself as a outsourced family office (cited))c•••••••••Factno URL
- Sep 11, 2026Office discoveredW••••• D••••••••• F••••• O•••••• I•• found on the SEC adviser roster (name)DiscoveryInferenceadviserinfo.sec.gov
Sources and evidence33show
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. 33 shown.
Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (3 days)
Contactability
+30 n•••• d••••••••• (D•••••• P••• L••••• (Shareholder, President, Secretary); D••••• D•••• V•••••••• (Shareholder and Financial Advisor))
+10 v••••••• b••••••• p••••• (1)
+10 o••••• a••••••
Data confidence
+10 w••••••
+10 d•••••••••
+10 p•••••
+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
+14 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($625,928,679)
+0 r••• (1632)
Mandate confidence
no components; scored 0
Identity confidence
+80 c••••••••• (OUTSOURCED_FAMILY_OFFICE (the office describes itself as a outsourced family office (cited)))
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••••• (3 days)
External manager propensity
no components; scored 0
Direct investment propensity
no components; scored 0
Independent sponsor propensity
no components; scored 0
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Form ADV firm type | RIA | Sep 25, 2025 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Form ADV admission signal | name | Sep 25, 2025 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Form ADV admission signal | name,services_d••••••••• | Sep 25, 2025 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Latest Form ADV filing | 2025-09-25 | Sep 25, 2025 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Other clients (Form ADV) | TRUSTS | Sep 25, 2025 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Other names (Form ADV 1.B) | W••••• D••••••••• F••••• O•••••• I•• | Sep 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Other services (Form ADV) | FAMILY OFFICE SERVICES; BILL-PAY | Sep 25, 2025 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Advisory services (Form ADV 5.G) | financial_planning,portfolio_management_individuals,selection_of_other_advisers,other | Sep 25, 2025 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Form ADV status | Approved | Sep 25, 2025 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| SEC status effective | 2015-06-24 | Sep 25, 2025 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Branch offices | 1 | Sep 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Business phone | (513) 945-1030 | Sep 25, 2025 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| High net worth clients | 13 | Sep 25, 2025 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Client mix (Form ADV 5.D) | {"other":{"clients":3,"raum_usd":572426,"fewer_than_5":false},"high_net_worth_individuals":{"clients":13,"raum_usd":625356253,"fewer_than_5":false}} | Sep 25, 2025 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Description | Wealth D••••••••• Group offers fiduciary wealth management and financial planning for families and executives in Cincinnati, OH. Serving clients nationwide. | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) xn--w-1hnaaaaaaaa.com | Fact |
| Description | Wealth D••••••••• Group offers fiduciary wealth management and financial planning for families and executives in Cincinnati, OH. Serving clients nationwide. | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) xn--w-1hnaaaaaaaa.com | Fact |
| Employees | 16 | Sep 25, 2025 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Headquarters | Cincinnati, OH | Sep 25, 2025 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Legal form | Corporation | Sep 25, 2025 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Office address | 7870 E KEMPER ROAD, SUITE 210, Cincinnati, OH, 45249 | Sep 25, 2025 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Office type (stated) | outsourced_family_office | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) xn--w-1hnaaaaaaaa.com | Fact |
| Office type (stated) | outsourced_family_office | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) xn--w-1hnaaaaaaaa.com | Fact |
| Private funds advised | 0 | Sep 25, 2025 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Private fund gross assets | $0 | Sep 25, 2025 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| R••• accounts | 134 | Sep 25, 2025 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| R••• hnw usd | $625M | Sep 25, 2025 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| R••• usd | $626M | Sep 25, 2025 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.gov | Fact |
| Schedule a rows | 4 | Sep 11, 2026 | SEC Form ADV monthly roster (RIA + exempt reporting advisers) reports.adviserinfo.sec.gov | Fact |
| Website | w•••••••••.com | Sep 12, 2026 | DFX model output (c••••••••• rules, scores, mandates, matches) xn--w-1hnaaaaaaaa.com | Inference |
| Website read | site-fo-3 | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) xn--w-1hnaaaaaaaa.com | Fact |
| Website read | site-fo-3 | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) xn--w-1hnaaaaaaaa.com | Fact |
| Website title | Financial Advisor Cincinnati | Wealth D••••••••• Group | Sep 14, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) xn--w-1hnaaaaaaaa.com | Fact |
| Website title | Financial Advisor Cincinnati | Wealth D••••••••• Group | Sep 12, 2026 | Family office and investment company w••••••s (about, team, portfolio, news pages) xn--w-1hnaaaaaaaa.com | Fact |