DFX Intelligence

RIA Intelligence

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SEC-registered adviser

W••••••••• I•••

No RAUM reportedCRD 290683SEC 801-112170website IAPD

Latest filing Sep 4, 2026

First filing on the tape Nov 15, 2017 · 22 filings

SEC status approved since Dec 15, 2017

RAUM

n/a

reported, Item 5.F

Discretionary

n/a

of RAUM

Private clients

n/a

$0 individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

n/a

derived; firm RAUM over IAPD count

Employees

2 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

22 filings and snapshots on the tape

RAUM$0 as of Jun 10, 2026

Jan 23, 2025$0 then

HNW client RAUM$0 as of Feb 3, 2020

Mar 26, 2018$0 then

State-registered IARs (5.B.3)2 as of Jun 10, 2026

Mar 26, 20180 then

Employees (5.A)4 as of Jun 10, 2026

Mar 26, 20181 then

Private funds: no history

RAUM n/a over the last fiscal yearIARs 2 to 2offices 0 to 1

Practice profile

derived from the filing of Sep 4, 2026; every figure names its basis

RAUM per advisor: unknownderivedRAUM over IAPD advisors; not a book size
Clients per advisor: 1,544derivedindividual and HNW clients (5.D) over advisors
Average HNW client: unknownderivedHNW RAUM over HNW clients
Average account: unknownderivedRAUM over accounts (5.F.2.f)
Discretionary: unknownderivedof RAUM
Institutional: unknownderivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: 2.0derivedItem 5.A over advisors
Advisors per office: 1.0derived2 offices incl. principal (1.F.5)
RAUM growth, one year: unknownderivedbetween the last two annual amendments
Advisor growth, one year: +0.0%derivedItem 5.B.3 between annual amendments
Client growth, one year: unknownderived
Compensation: otherreportedItem 5.E
Advisory activities: selection of other advisers, otherreportedItem 5.G
Ownership: no PE, bank or public-company owner found on Schedule Aderived
Advisor book size: not public; not estimatedreported

Where the RAUM sits

Form ADV Item 5.D, latest filing

This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).

Individual clients: 1,688reported
HNW clients: 1,400reported
Pension plan clients: n/areported
Charitable clients: n/areported
Accounts: n/areported
Financial planning clients: n/areported
Wrap fee programs: noreported
Custody of client assets: noreported
Compensation: n/areported
Class basis: private_client_share=0.0 fund_share=0.0 institutional_share=0.0 related_bd= related_bank= 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•••• M•••••• W••••	Dennis, Ma	Feb 13, 2019	17 y	0
P••••• K••••••	Osterville, Ma	May 13, 2019	37 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

Every departure Every arrival

Private funds

No private fund reported.

Owners and control persons

Schedule A and B, latest filing

K••••••• P•••••• E•••• · President And Chief Executive Officercontrol
since 12/2012 · owns 25% to 50%
W••••• D••••• M•••••• · Chief Financial Officer And Chief Compliance Officercontrol
since 01/2019 · owns less than 5%

Related persons

Schedule D 7.A

No related person reported.

Offices

Schedule D 1.F, the 25 largest

No branch office listed.

What changed

consecutive filings, newest first

Accounts · 0.0 to unset
Jun 10, 2026 to Sep 4, 2026
Advisory activities · 1 to 2
Jun 10, 2026 to Sep 4, 2026
HNW clients · unset to 1400.0
Jun 10, 2026 to Sep 4, 2026
Individual clients · unset to 1688.0
Jun 10, 2026 to Sep 4, 2026
Financial planning clients · to unset
Jun 10, 2026 to Sep 4, 2026
HQ city · to unset
Jun 10, 2026 to Sep 4, 2026
HQ state · to unset
Jun 10, 2026 to Sep 4, 2026
Discretionary RAUM · 0.0 to unset
Jun 10, 2026 to Sep 4, 2026
Individual RAUM · unset to 0.0
Jun 10, 2026 to Sep 4, 2026
Non-discretionary RAUM · 0.0 to unset
Jun 10, 2026 to Sep 4, 2026
RAUM · 0.0 to unset
Jun 10, 2026 to Sep 4, 2026
Related adviser · false to unset
Jun 10, 2026 to Sep 4, 2026
Related bank · false to unset
Jun 10, 2026 to Sep 4, 2026
Related broker-dealer · false to unset
Jun 10, 2026 to Sep 4, 2026
Related insurance company · false to unset
Jun 10, 2026 to Sep 4, 2026
Succession · false to unset
Jun 10, 2026 to Sep 4, 2026
Advisory activities · 2 to 1
Mar 5, 2026 to Apr 22, 2026
Other offices · 0 to 1
Mar 5, 2026 to Apr 22, 2026
Accounts · unset to 0.0
Feb 7, 2024 to Jan 23, 2025
Financial planning clients · unset to
Feb 7, 2024 to Jan 23, 2025
HQ city · unset to
Feb 7, 2024 to Jan 23, 2025
HQ state · unset to
Feb 7, 2024 to Jan 23, 2025
Discretionary RAUM · unset to 0.0
Feb 7, 2024 to Jan 23, 2025
Non-discretionary RAUM · unset to 0.0
Feb 7, 2024 to Jan 23, 2025
RAUM · unset to 0.0
Feb 7, 2024 to Jan 23, 2025
Employees · 6 to 4
Aug 23, 2022 to Feb 21, 2023
Advisory activities · 1 to 2
Dec 9, 2021 to Jan 24, 2022
Employees · 4 to 6
Dec 9, 2021 to Jan 24, 2022
Employees · 3 to 4
Aug 23, 2021 to Dec 9, 2021
Advisory employees · 0 to 2
Nov 3, 2020 to Mar 7, 2021
Employees · 4 to 3
Nov 3, 2020 to Mar 7, 2021
HQ city · TIBURON to unset
Nov 3, 2020 to Mar 7, 2021
HQ state · CA to unset
Nov 3, 2020 to Mar 7, 2021
State-registered IARs · 0 to 2
Nov 3, 2020 to Mar 7, 2021
Charity clients · 0.0 to unset
Feb 3, 2020 to Jul 16, 2020
Corporate clients · 0.0 to unset
Feb 3, 2020 to Jul 16, 2020
HNW clients · 0.0 to unset
Feb 3, 2020 to Jul 16, 2020
Individual clients · 0.0 to unset
Feb 3, 2020 to Jul 16, 2020
Pension plan clients · 0.0 to unset
Feb 3, 2020 to Jul 16, 2020
Pooled vehicle clients · 0.0 to unset
Feb 3, 2020 to Jul 16, 2020

Signals

4 dated events

Man Sze Wong (Chief Operations Officer) no longer on Schedule A of W••••••••• I••• (listed 2022-01-24, absent 2022-08-23)
Aug 23, 2022 · Control person left · inference
Man Sze Wong (Chief Operations Officer) appeared on Schedule A of W••••••••• I•••
Dec 9, 2021 · Control person joined · fact
Michele Diane Woolf (Chief Financial Officer And Chief Compliance Officer) appeared on Schedule A of W••••••••• I•••
Jan 28, 2019 · Control person joined · fact
W••••••••• I••• filed its initial SEC registration (Form ADV)
Nov 15, 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

Firm profile: linkedin.com/company/wealthrampreportedpublic record, Form ADV, Sep 21, 2026
Website: c••••••.w•••••••••.comreportedpublic record, Form ADV, Sep 21, 2026
Principal office phone: (877) 260-9545reportedpublic record, Form ADV, Sep 4, 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: No RAUM reportedderiveda 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