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.

Former SEC-registered adviser

W3 Wealth Advisors, LLC

STATE REGISTEREDAkron, OhioCRD 129549websiteIAPD
Latest filing Mar 25, 2026
First filing on the tape Mar 25, 2026 · 1 filings
RAUM
n/a
reported, Item 5.F
Discretionary
n/a
of RAUM
Private clients
n/a
$0 individuals and HNW
Advisors
n/a
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
26
11 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
0
reported on Schedule D
History
0 filings and snapshots on the tape
RAUM: no history
HNW client RAUM: no history
State-registered IARs (5.B.3): no history
Employees (5.A): no history
Private funds: no history
Practice profile
derived from the filing of Mar 25, 2026; every figure names its basis
RAUM per advisor
unknownderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
unknownderivedRAUM over accounts (5.F.2.f)
Discretionary
unknownderivedof RAUM
Institutional
unknownderivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
2.4derivedItem 5.A over advisors
Advisors per office
3.7derived3 offices incl. principal (1.F.5)
RAUM growth, one year
unknownderivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, hourly, fixed feesreportedItem 5.E
Advisory activities
financial planningreportedItem 5.G
Ownership
controlled by a public reporting companyderived
Firms absorbed, 24 months
1derivedhalf or more of a firm's advisors moved here within 14 days
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)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • controlled by a public reporting company (10.A)
Where the RAUM sits
Form ADV Item 5.D, latest filing
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
n/areported
Financial planning clients
1-10reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, fixed, hourlyreported
Class basis
on the IAPD state feed, not SEC-registeredderived
Advisors registered through the firm
3 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
Frank Pat BevilacquaAkron, OhJan 15, 200845 y3
Amy D VaccaroAkron, OhOct 1, 202019 y3
Aubrea RyanAkron, OhOct 28, 202523 y5
Advisor movement
1 left, 4 joined in 12 months
net +3 in 12 months0 left in 90 days0 joined in 90 days1 left over 36 months
Joined, latest
Every departureEvery arrival
Teams: two or more advisors moving together within fourteen days, from one state
Teams outTeams in
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
No Schedule A on the extract for this adviser.
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
OfficeAdvisorsJoinedLeftTeams outForming
Akron, Oh · principal912
Worthington, Oh200
Ft Mitchell, Ky002
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
One filing, no change to show.
Signals
11 dated events
  • Austin Hussey left W3 Wealth Advisors, Llc for Valmark Advisers, Inc. (registered 2026-04-21)
    Mar 25, 2026 · Advisor changed firm · fact
  • William Michael Arthur no longer registered at W3 Wealth Advisors, Llc; no later IA registration on IAPD
    Feb 9, 2026 · Advisor departure · fact
  • Mark Joseph Miller no longer registered at W3 Wealth Advisors, Llc; no later IA registration on IAPD
    Feb 9, 2026 · Advisor departure · fact
  • Troy Wesley Crook no longer registered at W3 Wealth Advisors, Llc; no later IA registration on IAPD
    Feb 9, 2026 · Advisor departure · fact
  • Focus ON Success, LLC's advisors moved to W3 Wealth Advisors, LLC (FT Mitchell, KY): 3 of 5 registered, on the same day
    Dec 23, 2025 · Firm absorbed (people side) · derived
  • Jonathan Grant Lapine left W3 Wealth Advisors, Llc for Commonwealth Financial Network (registered 2023-01-27)
    Jan 30, 2023 · Advisor changed firm · fact
  • Ryan John Glinn left W3 Wealth Advisors, Llc for Commonwealth Financial Network (registered 2023-01-27)
    Jan 30, 2023 · Advisor changed firm · fact
  • 2 advisors left W3 Wealth Advisors, LLC (Beachwood, OH) for Commonwealth Financial Network on the same day
    Jan 30, 2023 · Team lift-out · derived
  • 2 advisors left Valmark Advisers, Inc. (Warren, OH) for W3 Wealth Advisors, LLC on the same day
    Jan 27, 2023 · Team lift-out · derived
  • Shawn Michael Arseneau left W3 Wealth Advisors, Llc for Wealthbridge Capital Management, Llc (registered 2022-01-27)
    Jan 21, 2022 · Advisor changed firm · fact
  • Irene Angela Zurowski left W3 Wealth Advisors, Llc for Cetera Investment Advisers Llc (registered 2024-03-21)
    Jan 20, 2022 · Advisor changed firm · 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
Firm profile
LINKEDIN.COM/COMPANY/W3-financial-group-llcreportedpublic record, Form ADV, Sep 18, 2026
Website
W3WEALTH.COMreportedpublic record, Form ADV, Sep 18, 2026
Principal office phone
330-836-3805reportedpublic record, Form ADV, Mar 25, 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
STATE REGISTEREDderiveda rule over Items 5.D and 7.A
RAUM per advisor
n/aderivedfirm RAUM over the IAPD count; not a book size
Loaded
Sep 15, 2026