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.
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SEC-registered adviser
B••••• L••• W••••• M••••••••• L••
Latest filing Mar 6, 2026
First filing on the tape May 3, 2024 · 5 filings
SEC status approved since Jun 3, 2024
RAUM
$224M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
99%
$223M individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$112M
derived; firm RAUM over IAPD count
Employees
2
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
5 filings and snapshots on the tape
RAUM$224M as of Mar 6, 2026
Mar 3, 2025$163M then
HNW client RAUM$153M as of Mar 6, 2026
Mar 3, 2025$114M then
State-registered IARs (5.B.3)2 as of Mar 6, 2026
Mar 3, 20252 then
Employees (5.A)2 as of Mar 6, 2026
Mar 3, 20252 then
Private funds: no history
RAUM +38% over the last fiscal yearIARs 2 to 2
Practice profile
derived from the filing of Mar 6, 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
- $112MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 240derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.3MderivedHNW RAUM over HNW clients
- Average account
- $156,040derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 2.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +38%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +16%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for individuals, selection of other advisersreportedItem 5.G
- Custody
- $36.1M, 164 clientsreportedItem 9.A
- 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)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$153M68%
- Individuals$70.1M31%
- Corporations and businesses$1.3M0.6%
- Individual clients
- 360reported
- HNW clients
- 120reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 1,437reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $36.1M for 164 clientsreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.99 fund_share=0.0 institutional_share=0.0 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 |
|---|---|---|---|---|
| D••••• P•••••• Q•••• | The Villages, Fl | Jun 2, 2017 | 12 y | 1 |
| J••••• W•••••• C•••Certified Financial Planner | The Villages, Fl | Dec 9, 2024 | 11 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
- D••••• P•••••• Q•••• from A• W••••• M••••••••• L••Jun 2, 2017 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Q••••• D•••••• P•••••• · Managing Member/Ccocontrolsince 01/2017 · owns 75% or more
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 |
|---|---|---|---|---|---|
| The Villages, Fl · principal | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
3 against comparable advisers; where to look, not conclusions
- account count surgeChange between filings · filing Mar 6, 2026accounts (Item 5.F.2.f) moved from 414.0 to 1,437.0 (+247.0%) between the annual amendments of 2025-03-03 and 2026-03-06; the peer median change was +5.0% (3686 comparable advisers, 100.0th percentile of changes)peers: independent wealth managers, $100M to $500M (3,686) · 100% percentile
- RAUM up 25 %Change between filings · filing Mar 6, 2026RAUM (Item 5.F) moved from $162,568,838 to $224,229,438 (+38.0%) between the annual amendments of 2025-03-03 and 2026-03-06; the peer median change was +15.0% (4549 comparable advisers, 92.0th percentile of changes)peers: independent wealth managers, $100M to $500M (4,549) · 92% percentile
- custody status changedChange between filings · filing Mar 6, 2026custody of client assets (Item 9.A): no on the filing of 2025-09-03, yes on the filing of 2026-03-06peers: independent wealth managers, $100M to $500M (5,678)
What changed
consecutive filings, newest first
- Accounts · 414 to 1,437Sep 3, 2025 to Mar 6, 2026
- Corporate clients · unset to 2.0Sep 3, 2025 to Mar 6, 2026
- HNW clients · 98 to 120Sep 3, 2025 to Mar 6, 2026
- Individual clients · 316 to 360Sep 3, 2025 to Mar 6, 2026
- Assets in custody · unset to 36113736.0Sep 3, 2025 to Mar 6, 2026
- Custody of client assets · false to trueSep 3, 2025 to Mar 6, 2026
- Financial planning clients · 0 to Sep 3, 2025 to Mar 6, 2026
- Discretionary RAUM · $163M to $224MSep 3, 2025 to Mar 6, 2026
- HNW RAUM · $114M to $153MSep 3, 2025 to Mar 6, 2026
- Individual RAUM · $48.8M to $70.1MSep 3, 2025 to Mar 6, 2026
- RAUM · $163M to $224MSep 3, 2025 to Mar 6, 2026
- Financial planning clients · 0 to 0Jun 2, 2025 to Sep 3, 2025
- Accounts · 343 to 414May 3, 2024 to Mar 3, 2025
- Advisory employees · 3 to 2May 3, 2024 to Mar 3, 2025
- HNW clients · 61 to 98May 3, 2024 to Mar 3, 2025
- Individual clients · 282 to 316May 3, 2024 to Mar 3, 2025
- Employees · 3 to 2May 3, 2024 to Mar 3, 2025
- State-registered IARs · 3 to 2May 3, 2024 to Mar 3, 2025
- Discretionary RAUM · $105M to $163MMay 3, 2024 to Mar 3, 2025
- HNW RAUM · $58.1M to $114MMay 3, 2024 to Mar 3, 2025
- Individual RAUM · $46.4M to $48.8MMay 3, 2024 to Mar 3, 2025
- RAUM · $105M to $163MMay 3, 2024 to Mar 3, 2025
Signals
1 dated events
- B••••• L••• W••••• M••••••••• L•• filed its initial SEC registration (Form ADV)May 3, 2024 · First SEC registration · 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 email
- i•••@b•••••••••.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 352-205-7388reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 352-307-8652reportedpublished by the firm, firm site, Sep 16, 2026
- Website
- B•••••L•••WEALTH.COMreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 352-307-8652reportedpublic record, Form ADV, Mar 6, 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
- $112Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026