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SEC-registered adviser

W•• A••• ••• L••••••

Asset manager (funds and pooled vehicles)Hong Kong, CRD 139184SEC 801-66072websiteIAPD
Latest filing Mar 26, 2026
First filing on the tape Mar 30, 2012 · 36 filings
SEC status approved since Feb 1, 2006
RAUM
$2.6B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
13
7 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
36 filings and snapshots on the tape
RAUM$2.6B as of Mar 26, 2026
Mar 30, 2012$560M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 26, 2026
Mar 27, 20130 then
Employees (5.A)13 as of Mar 26, 2026
Mar 27, 201320 then
Private funds: no history
RAUM -19% over the last fiscal year-7.5% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 26, 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
$1.3BderivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
unknownderivedItem 5.A over advisors
Advisors per office
unknownderived1 offices incl. principal (1.F.5)
RAUM growth, one year
-19%derivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
otherreportedItem 5.E
Advisory activities
portfolio management for pooled vehiclesreportedItem 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
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • compensates persons for client referrals (8.G.1)
  • compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Pooled investment vehicles$2.6B100%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
2reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
n/areported
Class basis
private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
    Joined, latest
    none on the tape
      Every departureEvery arrival
      Private funds
      No private fund reported.
      Owners and control persons
      Schedule A and B, latest filing
      • C••••••• D•••••• R••••••• · Director & Presidentcontrol
        since 02/2017 · owns less than 5%
      • M•••••• V••••• · Director & Chief Investment Officercontrol
        since 03/2011 · owns less than 5%
      • M•••••• V••••• · Director & Shareholdercontrol
        since 03/2011 · owns 75% or more of W•• A••• •••• L••••••
      • C•••• T••••••• L•• · Chief Legal Officer
        since 08/2022 · owns less than 5%
      • E••••• G•••••• S•••••• · Chief Operating Officer
        since 08/2017 · owns less than 5%
      • N•• M•••••• B••• K••• · Chief Financial Officer
        since 05/2018 · owns less than 5%
      • Y•••• G••••••••• W•• F••• · Chief Compliance Officer
        since 03/2022 · owns less than 5%
      Entity owners
      • W•• A••• •••• L•••••• · Shareholder
        direct · owns 75% or more
      Related persons
      Schedule D 7.A
      Advisers that list W•• A••• ••• L•••••• as a related person
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • Advisory employees · 6 to 7
        Mar 27, 2025 to Mar 26, 2026
      • Employees · 15 to 13
        Mar 27, 2025 to Mar 26, 2026
      • Discretionary RAUM · $3.2B to $2.6B
        Mar 27, 2025 to Mar 26, 2026
      • Pooled vehicle RAUM · $3.2B to $2.6B
        Mar 27, 2025 to Mar 26, 2026
      • RAUM · $3.2B to $2.6B
        Mar 27, 2025 to Mar 26, 2026
      • Advisory employees · 8 to 6
        Nov 4, 2024 to Mar 27, 2025
      • Employees · 16 to 15
        Nov 4, 2024 to Mar 27, 2025
      • Financial planning clients · unset to
        Nov 4, 2024 to Mar 27, 2025
      • HQ state · unset to
        Nov 4, 2024 to Mar 27, 2025
      • Discretionary RAUM · $3.2B to $3.2B
        Nov 4, 2024 to Mar 27, 2025
      • Pooled vehicle RAUM · $3.2B to $3.2B
        Nov 4, 2024 to Mar 27, 2025
      • RAUM · $3.2B to $3.2B
        Nov 4, 2024 to Mar 27, 2025
      • Business name · W••• F•••• M••••••••• L•••••• to W•• A••• ••• L••••••
        Nov 4, 2024 to Nov 4, 2024
      • Legal name · W••• F•••• M••••••••• L•••••• to W•• A••• ••• L••••••
        Nov 4, 2024 to Nov 4, 2024
      • Discretionary RAUM · $3.3B to $3.2B
        May 26, 2023 to Mar 22, 2024
      • Pooled vehicle RAUM · $3.3B to $3.2B
        May 26, 2023 to Mar 22, 2024
      • RAUM · $3.3B to $3.2B
        May 26, 2023 to Mar 22, 2024
      • Advisory employees · 9 to 8
        Mar 28, 2022 to Mar 24, 2023
      • Employees · 20 to 16
        Mar 28, 2022 to Mar 24, 2023
      • Discretionary RAUM · $4.2B to $3.3B
        Mar 28, 2022 to Mar 24, 2023
      • Pooled vehicle RAUM · $4.2B to $3.3B
        Mar 28, 2022 to Mar 24, 2023
      • RAUM · $4.2B to $3.3B
        Mar 28, 2022 to Mar 24, 2023
      • Advisory employees · 10 to 9
        Dec 22, 2021 to Mar 28, 2022
      • Employees · 19 to 20
        Dec 22, 2021 to Mar 28, 2022
      • Discretionary RAUM · $4.2B to $4.2B
        Dec 22, 2021 to Mar 28, 2022
      • Pooled vehicle RAUM · $4.2B to $4.2B
        Dec 22, 2021 to Mar 28, 2022
      • RAUM · $4.2B to $4.2B
        Dec 22, 2021 to Mar 28, 2022
      • Discretionary RAUM · $2.5B to $4.2B
        Mar 30, 2020 to Mar 29, 2021
      • Pooled vehicle RAUM · $2.5B to $4.2B
        Mar 30, 2020 to Mar 29, 2021
      • RAUM · $2.5B to $4.2B
        Mar 30, 2020 to Mar 29, 2021
      • Advisory employees · 9 to 10
        Mar 29, 2019 to Mar 30, 2020
      • Employees · 17 to 19
        Mar 29, 2019 to Mar 30, 2020
      • Discretionary RAUM · $1.9B to $2.5B
        Mar 29, 2019 to Mar 30, 2020
      • Pooled vehicle RAUM · $1.9B to $2.5B
        Mar 29, 2019 to Mar 30, 2020
      • RAUM · $1.9B to $2.5B
        Mar 29, 2019 to Mar 30, 2020
      • Advisory employees · 10 to 9
        Aug 1, 2018 to Mar 29, 2019
      • Advisory activities · 2 to 1
        Aug 1, 2018 to Mar 29, 2019
      • Employees · 20 to 17
        Aug 1, 2018 to Mar 29, 2019
      • Discretionary RAUM · $2.2B to $1.9B
        Aug 1, 2018 to Mar 29, 2019
      • Pooled vehicle RAUM · $2.2B to $1.9B
        Aug 1, 2018 to Mar 29, 2019
      Signals
      6 dated events
      • Dickinson Scobie Ward (Director & Executive Chairman) no longer on Schedule A of W•• A••• ••• L•••••• (listed 2021-06-23, absent 2021-12-10)
        Dec 10, 2021 · Control person left · inference
      • En Hong (Chief Compliance Officer & Counsel) no longer on Schedule A of W•• A••• ••• L•••••• (listed 2021-03-29, absent 2021-06-23)
        Jun 23, 2021 · Control person left · inference
      • W•• A••• ••• L•••••• reported RAUM $4.2B, up 72% from $2.5B (2020-03-30 to 2021-03-29)
        Mar 29, 2021 · RAUM change · derived
      • W•• A••• ••• L•••••• reported RAUM $2.5B, up 29% from $1.9B (2019-03-29 to 2020-03-30)
        Mar 30, 2020 · RAUM change · derived
      • En Hong (Chief Compliance Officer & Counsel) appeared on Schedule A of W•• A••• ••• L••••••
        Mar 29, 2019 · Control person joined · fact
      • Bing Kwan Marcus Ng (Chief Financial Officer) appeared on Schedule A of W•• A••• ••• L••••••
        Mar 29, 2019 · 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
      Firm profile
      linkedin.com/company/wfmasiareportedpublic record, Form ADV, Sep 21, 2026
      Website
      w••••••.comreportedpublic record, Form ADV, Sep 21, 2026
      Principal office phone
      852-2581-2500reportedpublic record, Form ADV, Mar 26, 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
      Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
      RAUM per advisor
      n/aderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026