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
M••••••••• W•••••
Legal name M••••••••• W••••• L••
Latest filing Aug 31, 2026
First filing on the tape Dec 18, 2023 · 11 filings
SEC status approved since Jan 17, 2024
RAUM
$279M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$279M individuals and HNW
Advisors
5
registered through the firm on IAPD
RAUM per advisor
$55.7M
derived; firm RAUM over IAPD count
Employees
6
4 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
0
reported on Schedule D
History
11 filings and snapshots on the tape
RAUM$279M as of Aug 31, 2026
Jan 22, 2024$146M then
HNW client RAUM$226M as of Aug 31, 2026
Jan 22, 2024$102M then
State-registered IARs (5.B.3)4 as of Aug 31, 2026
Jan 22, 20243 then
Employees (5.A)6 as of Aug 31, 2026
Jan 22, 20244 then
Private funds: no history
RAUM +37% over the last fiscal yearIARs 3 to 4
Practice profile
derived from the filing of Aug 31, 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
- RAUM per advisor
- $55.7MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 46derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.2MderivedHNW RAUM over HNW clients
- Average account
- $1.2MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.2derivedItem 5.A over advisors
- Advisors per office
- 1.3derived4 offices incl. principal (1.F.5)
- RAUM growth, one year
- +37%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +6.5%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutionsreportedItem 5.G
- Custody
- $74.7M, 146 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$226M81%
- Individuals$52.8M19%
- Individual clients
- 127reported
- HNW clients
- 102reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 229reported
- Financial planning clients
- 101-250reported
- Wrap fee programs
- noreported
- Custody of client assets
- $74.7M for 146 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
5 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| L••• G• S••••••Certified Financial Planner | Fall City, Wa | Dec 13, 2017 | 12 y | 1 |
| J••••••• B••••• H•••Certified Financial Planner | Fall City, Wa | Jul 12, 2021 | 14 y | 1 |
| R•••• G••••• P••••Certified Financial Planner | Fall City, Wa | Sep 8, 2023 | 9 y | 3 |
| R••••• M•••• S••••Certified Financial Planner | Fall City, Wa | Feb 23, 2026 | 20 y | 0 |
| C•••• B•••••Chartered Financial Consultant | Fall City, Wa | Jun 8, 2026 | 12 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
- C••• J•••••• R•••• to F•• N•••• C••••••Dec 5, 2018 · Other
Joined, latest
- R•••• G••••• P•••• from I••••• F•••••••• P•••••••• L••Sep 8, 2023 · Other
- J••••••• B••••• H••• from V•••••• F•••••••• S••••••• L••Jul 12, 2021 · RIA to RIA
- L••• G• S•••••• from M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Dec 13, 2017 · Wirehouse to independent RIA
- C••• J•••••• R•••• from W•••• F•••• A•••••••Dec 13, 2017 · Wirehouse to independent RIA
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- S••••••• L•••• G• · Chief Compliance Officer, Financial Plannercontrolsince 11/2018 · 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 |
|---|---|---|---|---|---|
| Fall City, Wa · principal | 5 | 2 | 0 | ||
| Seattle, Wa | 2 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
- , 1 employees
ADV anomalies
3 against comparable advisers; where to look, not conclusions
- RAUM up 25 %Change between filings · filing Mar 9, 2026RAUM (Item 5.F) moved from $203,665,479 to $278,715,447 (+37.0%) between the annual amendments of 2025-01-16 and 2026-03-09; the peer median change was +15.0% (4550 comparable advisers, 91.0th percentile of changes)peers: independent wealth managers, $100M to $500M (4,550) · 91% percentile
- account count collapseChange between filings · filing Mar 9, 2026accounts (Item 5.F.2.f) moved from 1,292.0 to 229.0 (-82.0%) between the annual amendments of 2025-01-16 and 2026-03-09; the peer median change was +5.0% (3687 comparable advisers, 0.0th percentile of changes)peers: independent wealth managers, $100M to $500M (3,687) · 0.2% percentile
- HNW share shiftChange between filings · filing Mar 9, 2026HNW share of RAUM moved from 60.0% to 81.0% between the annual amendments of 2025-01-16 and 2026-03-09peers: independent wealth managers, $100M to $500M (5,676)
What changed
consecutive filings, newest first
- HQ city · to FALL CITYJun 29, 2026 to Aug 31, 2026
- HQ state · to WAJun 29, 2026 to Aug 31, 2026
- Advisory employees · 3 to 4Mar 9, 2026 to Jun 29, 2026
- State-registered IARs · 3 to 4Mar 9, 2026 to Jun 29, 2026
- Accounts · 1,292 to 229Jul 29, 2025 to Jan 12, 2026
- HNW clients · 87 to 102Jul 29, 2025 to Jan 12, 2026
- Individual clients · 128 to 127Jul 29, 2025 to Jan 12, 2026
- Discretionary RAUM · $204M to $279MJul 29, 2025 to Jan 12, 2026
- HNW RAUM · $123M to $226MJul 29, 2025 to Jan 12, 2026
- Individual RAUM · $77.5M to $52.8MJul 29, 2025 to Jan 12, 2026
- RAUM · $204M to $279MJul 29, 2025 to Jan 12, 2026
- Financial planning clients · 101-250 to 101-250Jan 16, 2025 to Jul 29, 2025
- Accounts · 1,203 to 1,292Sep 26, 2024 to Jan 16, 2025
- HNW clients · 27 to 87Sep 26, 2024 to Jan 16, 2025
- Individual clients · 162 to 128Sep 26, 2024 to Jan 16, 2025
- Assets in custody · $125M to $74.7MSep 26, 2024 to Jan 16, 2025
- Employees · 4 to 6Sep 26, 2024 to Jan 16, 2025
- Insurance-licensed employees · 1 to 0Sep 26, 2024 to Jan 16, 2025
- HQ city · unset to Sep 26, 2024 to Jan 16, 2025
- HQ state · unset to Sep 26, 2024 to Jan 16, 2025
- Discretionary RAUM · $146M to $204MSep 26, 2024 to Jan 16, 2025
- HNW RAUM · $102M to $123MSep 26, 2024 to Jan 16, 2025
- Individual RAUM · $40.5M to $77.5MSep 26, 2024 to Jan 16, 2025
- RAUM · $146M to $204MSep 26, 2024 to Jan 16, 2025
- Assets in custody · unset to 125019252.0May 17, 2024 to Sep 26, 2024
- Custody of client assets · false to trueMay 17, 2024 to Sep 26, 2024
- Accounts · 1,164 to 1,203Dec 18, 2023 to Jan 22, 2024
- HNW clients · 77 to 27Dec 18, 2023 to Jan 22, 2024
- Individual clients · 111 to 162Dec 18, 2023 to Jan 22, 2024
- Discretionary RAUM · $118M to $146MDec 18, 2023 to Jan 22, 2024
- HNW RAUM · $77.2M to $102MDec 18, 2023 to Jan 22, 2024
- Individual RAUM · $37.5M to $40.5MDec 18, 2023 to Jan 22, 2024
- RAUM · $118M to $146MDec 18, 2023 to Jan 22, 2024
Signals
1 dated events
- M••••••••• W••••• filed its initial SEC registration (Form ADV)Dec 18, 2023 · 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
- Firm profile
- linkedin.com/company/ignite-fpreportedpublic record, Form ADV, Sep 18, 2026
- Firm profile
- H••••://WWW.LINKEDIN.COM/COMPANY/M•••••••••-WEALTHreportedpublic record, Form ADV, Sep 18, 2026
- Website
- ignitefinancialplanning.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- (206) 207-8426reportedpublic record, Form ADV, Aug 31, 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
- $55.7Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026