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
A••••••••• I•••••••••
Legal name A••••••••• I••••••••• I•••
Latest filing Apr 1, 2026
First filing on the tape Oct 18, 2017 · 12 filings
SEC status approved since Jul 8, 2025
RAUM
$34,934
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$34,934 individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$17,467
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
12 filings and snapshots on the tape
RAUM$34,934 as of Apr 1, 2026
Mar 10, 2019$1.3M then
HNW client RAUM: no history
State-registered IARs (5.B.3)2 as of Apr 1, 2026
Mar 13, 20181 then
Employees (5.A)2 as of Apr 1, 2026
Mar 13, 20181 then
Private funds: no history
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Apr 1, 2026; every figure names its basis
Archetypes, each a printed rule
- 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
- $17,467derivedRAUM 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
- $2,911derivedRAUM 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
- 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, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individualsreportedItem 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
- 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)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Individuals$34,934100%
- Individual clients
- 2reported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 12reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixedreported
- 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
2 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| W•••••• B•••••• L••••• W••• | San Francisco, Ca | Feb 26, 2018 | 17 y | 0 |
| R•••••• N•••••• | San Francisco, Ca | Jan 22, 2024 | 13 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
none on the tape
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- W•••• W••••••• B•••••• L••••• · Ceo/Chief Compliance Officercontrolsince 07/2017 · 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 |
|---|---|---|---|---|---|
| San Francisco, Ca | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 2 to 12Oct 13, 2025 to Apr 1, 2026
- Individual clients · unset to 2.0Oct 13, 2025 to Apr 1, 2026
- Discretionary RAUM · $520,030 to $34,934Oct 13, 2025 to Apr 1, 2026
- Individual RAUM · $520,030 to $34,934Oct 13, 2025 to Apr 1, 2026
- RAUM · $520,030 to $34,934Oct 13, 2025 to Apr 1, 2026
- Financial planning clients · 0 to 0Jun 16, 2025 to Oct 13, 2025
- Other offices · 1 to 0Jun 16, 2025 to Oct 13, 2025
- Accounts · 1 to 2Apr 7, 2022 to Jun 16, 2025
- Advisory employees · 1 to 2Apr 7, 2022 to Jun 16, 2025
- Advisory activities · 3 to 2Apr 7, 2022 to Jun 16, 2025
- Employees · 1 to 2Apr 7, 2022 to Jun 16, 2025
- HQ city · unset to Apr 7, 2022 to Jun 16, 2025
- HQ state · unset to Apr 7, 2022 to Jun 16, 2025
- State-registered IARs · 1 to 2Apr 7, 2022 to Jun 16, 2025
- Other offices · 0 to 1Apr 7, 2022 to Jun 16, 2025
- Discretionary RAUM · $990,628 to $520,030Apr 7, 2022 to Jun 16, 2025
- Individual RAUM · unset to 520030.0Apr 7, 2022 to Jun 16, 2025
- RAUM · $990,628 to $520,030Apr 7, 2022 to Jun 16, 2025
- Discretionary RAUM · $1.4M to $990,628Mar 17, 2021 to Mar 15, 2022
- RAUM · $1.4M to $990,628Mar 17, 2021 to Mar 15, 2022
- Advisory activities · 2 to 3Feb 2, 2021 to Mar 17, 2021
- Financial planning clients · unset to 0Feb 2, 2021 to Mar 17, 2021
- Discretionary RAUM · $1.0M to $1.4MFeb 2, 2021 to Mar 17, 2021
- RAUM · $1.0M to $1.4MFeb 2, 2021 to Mar 17, 2021
- Discretionary RAUM · $1.3M to $1.0MMar 10, 2019 to Mar 24, 2020
- RAUM · $1.3M to $1.0MMar 10, 2019 to Mar 24, 2020
- Accounts · unset to 1.0Mar 13, 2018 to Mar 10, 2019
- Advisory activities · 1 to 2Mar 13, 2018 to Mar 10, 2019
- Discretionary RAUM · unset to 1337604.0Mar 13, 2018 to Mar 10, 2019
- Non-discretionary RAUM · unset to 0.0Mar 13, 2018 to Mar 10, 2019
- RAUM · unset to 1337604.0Mar 13, 2018 to Mar 10, 2019
- Advisory employees · 2 to 1Oct 18, 2017 to Mar 13, 2018
- Business name · A••••••••• I••••••••• I••• to A••••••••• I•••••••••Oct 18, 2017 to Mar 13, 2018
- Employees · 2 to 1Oct 18, 2017 to Mar 13, 2018
Signals
1 dated events
- A••••••••• I••••••••• I••• filed its initial SEC registration (Form ADV)Oct 18, 2017 · 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 phone
- 800-123-4567reportedpublished by the firm, firm site, Sep 17, 2026
- Firm profile
- linkedin.com/company/antigravity-investmentsreportedpublic record, Form ADV, Sep 19, 2026
- Website
- antigravityinvestments.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 650-273-6362reportedpublic record, Form ADV, Apr 1, 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
- $17,467derivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026