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.
The 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.
SEC-registered adviser
W••••••••• A••••••••• I•••••••••
Legal name W••••••••• A••••••••• I••••••••• L••
Latest filing Jul 9, 2026
First filing on the tape Mar 15, 2016 · 35 filings
SEC status approved since Apr 29, 2016
RAUM
$92B
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
2
1 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
128
reported on Schedule D
History
35 filings and snapshots on the tape
RAUM$92B as of Jul 9, 2026
Mar 30, 2017$13B then
HNW client RAUM$0 as of Jul 9, 2026
Mar 30, 2020$0 then
State-registered IARs (5.B.3)0 as of Jul 9, 2026
Mar 30, 20170 then
Employees (5.A)2 as of Jul 9, 2026
Mar 30, 201725 then
Private funds128 as of Jul 9, 2026
Mar 30, 201781 then
RAUM +57% over the last fiscal year+29% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jul 9, 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
- $743MderivedRAUM 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
- +57%derivedbetween 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, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehicles, otherreportedItem 5.G
- Custody
- $36B, 124 clientsreportedItem 9.A
- Ownership
- controlled by a public reporting companyderived
- 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)
- 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)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- controlled by a public reporting company (10.A)
- marketing includes testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$92B100%
- Individual clients
- 0reported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 124reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $36B for 124 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=true 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
Private funds
160 reported on Schedule D 7.B.(1)
All funds of W••••••••• A••••••••• I•••••••••
Owners and control persons
Schedule A and B, latest filing
- T•••••••• C••••••• A• · Presidentcontrolsince 03/2024 · owns less than 5%
- S•••••• I••••• K• · Chief Compliance Officersince 07/2024 · owns less than 5%
Entity owners
- W••••••••• M••••••••• F•••• H••••••• L•• · Memberdirect · owns 75% or more
- W••••••••• G•••• H••••••• L•• · Managing Partnerindirect · owns 75% or more of W••••••••• M••••••••• F•••• H••••••• L••
- W••••••••• M••••••••• G•••• L•• · Managing Partnerindirect · owns 75% or more of W••••••••• G•••• H••••••• L••
Related persons
Schedule D 7.A
- C•••••• I••••••••• I• C•••••••• G• L••investment adviserpooled vehicle sponsory
- W••••••••• A••••••••• I••••••••• G• L••• S•••• G••••• L••••••••• S•• R•••pooled vehicle sponsorn
- W••••••••• B••••••••• I••••••••• I• G• L•••investment adviserpooled vehicle sponsory
- W••••••••• C•••••• I••••••••• I• G• L•••investment adviserpooled vehicle sponsory
- W••••••••• C•• G• L••investment adviserpooled vehicle sponsory
- W••••••••• F•••• ••• L••investment adviserbankpooled vehicle sponsornRAUM $5.4B
- W••••••••• F•••• D••••••••• I•••broker-dealern
- W••••••••• G••••• P•••••• F••• M••••••••• ••••••••• L••••••pooled vehicle sponsorn
- W••••••••• H••••• H••••• I• G• L•••investment adviserpooled vehicle sponsory
- W••••••••• L••••••••• S•• R•••investment adviserpooled vehicle sponsorn
- W••••••••• M••••••••• A•••••••• P•• L••investment advisern
- W••••••••• M••••••••• C••••• U••investment advisern
- W••••••••• M••••••••• C•• A••••••• L••investment advisery
- W••••••••• M••••••••• C•••••• L••investment adviserbanknRAUM $1428B
- W••••••••• M••••••••• E••••• G•••investment adviserbankn
- W••••••••• M••••••••• F•••• L••investment adviserpooled vehicle sponsorn
- W••••••••• M••••••••• H••• K••• L••••••investment adviserbanknRAUM $14B
- W••••••••• M••••••••• I••••••••• L••••••investment adviserbankn
- W••••••••• M••••••••• J•••• P•• L••investment adviserbanknRAUM $18B
- W••••••••• M••••••••• S•••••••• P••• L•••investment adviserbankn
- W••••••••• M••••••••• S••••••••• G•••investment advisern
- W••••••••• P•••••• F••• M••••••••• ••••••••• L••••••pooled vehicle sponsorn
- W••••••••• T•••• C••••••• N•n
- W••••••••• V•••••• I••••••••• I• G• L•••investment adviserpooled vehicle sponsory
Advisers that list W••••••••• A••••••••• I••••••••• as a related person
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- RAUM up 50 %Change between filings · filing Mar 31, 2026RAUM (Item 5.F) moved from $58,678,591,935 to $92,174,562,107 (+57.0%) between the annual amendments of 2025-04-23 and 2026-03-31; the peer median change was +15.0% (470 comparable advisers, 91.0th percentile of changes)peers: asset managers, $20B and over (470) · 91% percentile
What changed
consecutive filings, newest first
- Private funds · 125 to 128Mar 31, 2026 to Jul 9, 2026
- Accounts · 123 to 124Apr 23, 2025 to Mar 31, 2026
- Pooled vehicle clients · 123 to 124Apr 23, 2025 to Mar 31, 2026
- Assets in custody · $24B to $36BApr 23, 2025 to Mar 31, 2026
- Private funds · 110 to 125Apr 23, 2025 to Mar 31, 2026
- Discretionary RAUM · $59B to $92BApr 23, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $59B to $92BApr 23, 2025 to Mar 31, 2026
- RAUM · $59B to $92BApr 23, 2025 to Mar 31, 2026
- RAUM · $51B to $59BJan 29, 2025 to Apr 23, 2025
- Accounts · 132 to 123Jan 29, 2025 to Apr 23, 2025
- Pooled vehicle clients · 132 to 123Jan 29, 2025 to Apr 23, 2025
- Assets in custody · $19B to $24BJan 29, 2025 to Apr 23, 2025
- Financial planning clients · unset to Jan 29, 2025 to Apr 23, 2025
- Private funds · 115 to 110Jan 29, 2025 to Apr 23, 2025
- Discretionary RAUM · $51B to $59BJan 29, 2025 to Apr 23, 2025
- Pooled vehicle RAUM · $51B to $59BJan 29, 2025 to Apr 23, 2025
- Advisory employees · 0 to 1Jul 10, 2024 to Jul 29, 2024
- Employees · 0 to 2Jul 10, 2024 to Jul 29, 2024
- Private funds · 120 to 115Mar 29, 2024 to Jul 1, 2024
- Accounts · 124 to 132Jan 3, 2024 to Mar 29, 2024
- Pooled vehicle clients · 124 to 132Jan 3, 2024 to Mar 29, 2024
- Assets in custody · $18B to $19BJan 3, 2024 to Mar 29, 2024
- Private funds · 116 to 120Jan 3, 2024 to Mar 29, 2024
- Discretionary RAUM · $43B to $51BJan 3, 2024 to Mar 29, 2024
- Pooled vehicle RAUM · $43B to $51BJan 3, 2024 to Mar 29, 2024
- RAUM · $43B to $51BJan 3, 2024 to Mar 29, 2024
- Private funds · 111 to 116May 5, 2023 to Oct 3, 2023
- Private funds · 110 to 111Mar 31, 2023 to May 5, 2023
- Accounts · 110 to 124Oct 4, 2022 to Mar 31, 2023
- Pooled vehicle clients · 110 to 124Oct 4, 2022 to Mar 31, 2023
- Assets in custody · $20B to $18BOct 4, 2022 to Mar 31, 2023
- Private funds · 106 to 110Oct 4, 2022 to Mar 31, 2023
- Discretionary RAUM · $43B to $43BOct 4, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $43B to $43BOct 4, 2022 to Mar 31, 2023
- RAUM · $43B to $43BOct 4, 2022 to Mar 31, 2023
- Accounts · 107 to 110Dec 1, 2021 to Mar 31, 2022
- Advisory employees · 11 to 0Dec 1, 2021 to Mar 31, 2022
- Pooled vehicle clients · 107 to 110Dec 1, 2021 to Mar 31, 2022
- Assets in custody · $19B to $20BDec 1, 2021 to Mar 31, 2022
- Employees · 21 to 0Dec 1, 2021 to Mar 31, 2022
Signals
5 dated events
- W••••••••• A••••••••• I••••••••• reported RAUM $92.2B, up 57% from $58.7B (2025-04-23 to 2026-03-31)Mar 31, 2026 · RAUM change · derived
- A Carmine Taglione (President) appeared on Schedule A of W••••••••• A••••••••• I•••••••••Jul 10, 2024 · Control person joined · fact
- George Christopher Kirk (President) no longer on Schedule A of W••••••••• A••••••••• I••••••••• (listed 2024-07-01, absent 2024-07-10)Jul 10, 2024 · Control person left · inference
- W••••••••• A••••••••• I••••••••• reported RAUM $45.1B, up 209% from $14.6B (2019-03-29 to 2019-12-10)Dec 10, 2019 · RAUM change · derived
- W••••••••• H•••• M••••••••• L•• filed its initial SEC registration (Form ADV)Mar 15, 2016 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- W••••••••• A••••••••• I••••••••• · Independent Sponsorsshared crd · capital_provider
- W••••••••• A••••••••• I••••••••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- W•••••••••.COMreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 617-951-5372reportedpublic record, Form ADV, Jul 9, 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