DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Weybosset Research & Management, LLC
Latest filing Mar 11, 2026
First filing on the tape Feb 23, 2012 · 26 filings
SEC status approved since May 26, 2000
RAUM
$341M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
98%
$333M individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$170M
derived; firm RAUM over IAPD count
Employees
3
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
26 filings and snapshots on the tape
RAUM$341M as of Mar 11, 2026
Feb 23, 2012$154M then
HNW client RAUM$273M as of Mar 11, 2026
Jan 24, 2018$119M then
State-registered IARs (5.B.3)2 as of Mar 11, 2026
Feb 23, 20120 then
Employees (5.A)3 as of Mar 11, 2026
Mar 11, 20134 then
Private funds: no history
RAUM +8.3% over the last fiscal year+6.4% a year over threeIARs 2 to 2
Practice profile
derived from the filing of Mar 11, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $170MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 112derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $4.1MderivedHNW RAUM over HNW clients
- Average account
- $1.5MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 2.4%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.5derivedItem 5.A over advisors
- Advisors per office
- 2.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +8.3%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -14%derived
- Compensation
- percentage of assets, fixed fees, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for individuals, otherreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$273M80%
- Individuals$60.0M18%
- Charitable organizations$8.2M2.4%
- Individual clients
- 157reported
- HNW clients
- 67reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 225reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, performancereported
- Class basis
- private_client_share=0.98 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
2 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Fla Lewis | Providence, Ri | Jun 6, 2000 | 45 y | 0 |
| Justin Edward Deutsch | Providence, Ri | Sep 2, 2015 | 16 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Marie Jeannine Bizier · Chief Operating Officer & Chief Compliance Officercontrolsince 10/2021 · owns less than 5%
- Fla Lewis · Membercontrolsince 01/2000 · owns 75% or more
- Edward Justin Deutsch · Portfolio Manager And Membersince 12/2020 · owns 10% to 25%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Providence, Ri · principal | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 341 to 225Jan 10, 2025 to Jan 7, 2026
- HNW clients · 68 to 67Jan 10, 2025 to Jan 7, 2026
- Individual clients · 191 to 157Jan 10, 2025 to Jan 7, 2026
- Discretionary RAUM · $315M to $341MJan 10, 2025 to Jan 7, 2026
- HNW RAUM · $246M to $273MJan 10, 2025 to Jan 7, 2026
- Individual RAUM · $61.7M to $60.0MJan 10, 2025 to Jan 7, 2026
- RAUM · $315M to $341MJan 10, 2025 to Jan 7, 2026
- Accounts · 346 to 341Jan 11, 2024 to Jan 10, 2025
- Advisory employees · 3 to 2Jan 11, 2024 to Jan 10, 2025
- HNW clients · 66 to 68Jan 11, 2024 to Jan 10, 2025
- Individual clients · 198 to 191Jan 11, 2024 to Jan 10, 2025
- Employees · 4 to 3Jan 11, 2024 to Jan 10, 2025
- Financial planning clients · unset to Jan 11, 2024 to Jan 10, 2025
- Discretionary RAUM · $307M to $315MJan 11, 2024 to Jan 10, 2025
- HNW RAUM · $233M to $246MJan 11, 2024 to Jan 10, 2025
- Individual RAUM · $67.2M to $61.7MJan 11, 2024 to Jan 10, 2025
- RAUM · $307M to $315MJan 11, 2024 to Jan 10, 2025
- Accounts · 334 to 346Jan 20, 2023 to Jan 11, 2024
- Business name · WEYBOSSET RESEARCH & MANAGEMENT LLC to WEYBOSSET RESEARCH & MANAGEMENT, LLCJan 20, 2023 to Jan 11, 2024
- HNW clients · 64 to 66Jan 20, 2023 to Jan 11, 2024
- Individual clients · 154 to 198Jan 20, 2023 to Jan 11, 2024
- Legal name · WEYBOSSET RESEARCH & MANAGEMENT LLC to WEYBOSSET RESEARCH & MANAGEMENT, LLCJan 20, 2023 to Jan 11, 2024
- Discretionary RAUM · $283M to $307MJan 20, 2023 to Jan 11, 2024
- HNW RAUM · $202M to $233MJan 20, 2023 to Jan 11, 2024
- Individual RAUM · $75.0M to $67.2MJan 20, 2023 to Jan 11, 2024
- RAUM · $283M to $307MJan 20, 2023 to Jan 11, 2024
- Accounts · 326 to 334Oct 28, 2022 to Jan 20, 2023
- HNW clients · 51 to 64Oct 28, 2022 to Jan 20, 2023
- Individual clients · 169 to 154Oct 28, 2022 to Jan 20, 2023
- State-registered IARs · 0 to 2Oct 28, 2022 to Jan 20, 2023
- Discretionary RAUM · $300M to $283MOct 28, 2022 to Jan 20, 2023
- HNW RAUM · $220M to $202MOct 28, 2022 to Jan 20, 2023
- Individual RAUM · $73.9M to $75.0MOct 28, 2022 to Jan 20, 2023
- RAUM · $300M to $283MOct 28, 2022 to Jan 20, 2023
- Accounts · 315 to 326Sep 2, 2021 to Feb 1, 2022
- HNW clients · 66 to 51Sep 2, 2021 to Feb 1, 2022
- Individual clients · 126 to 169Sep 2, 2021 to Feb 1, 2022
- Financial planning clients · 0 to unsetSep 2, 2021 to Feb 1, 2022
- Discretionary RAUM · $269M to $300MSep 2, 2021 to Feb 1, 2022
- HNW RAUM · $190M to $220MSep 2, 2021 to Feb 1, 2022
Signals
1 dated events
- Marie Jeannine Galvin (Chief Compliance Officer) appeared on Schedule A of Weybosset Research & Management, LlcFeb 1, 2022 · Control person joined · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 401-421-7171reportedpublished by the firm, firm site, Sep 17, 2026
- Website
- WEYBOSSET.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 401-421-7171reportedpublic record, Form ADV, Mar 11, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $170Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026