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••• E•• C••••••• L••
Latest filing Mar 24, 2026
First filing on the tape Feb 12, 2018 · 15 filings
SEC status approved since Mar 19, 2018
RAUM
$152M
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
2 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
1
reported on Schedule D
History
15 filings and snapshots on the tape
RAUM$152M as of Mar 24, 2026
Mar 30, 2019$47.0M then
HNW client RAUM: no history
State-registered IARs (5.B.3)1 as of Mar 24, 2026
Mar 30, 20191 then
Employees (5.A)2 as of Mar 24, 2026
Mar 30, 20192 then
Private funds1 as of Mar 24, 2026
Mar 30, 20191 then
RAUM +15% over the last fiscal year+32% a year over threeIARs 1 to 1
Practice profile
derived from the filing of Mar 24, 2026; every figure names its basis
Archetypes, each a printed rule
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $152MderivedRAUM 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
- $152MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.0derivedItem 5.A over advisors
- Advisors per office
- 0.5derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +15%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 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)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- an independent public accountant performs a surprise examination (9.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$152M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 1reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false 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
1 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| W••• E•• P•••••••• L• | Hedge Fund | $80.1M | 65 | Feb 12, 2018 |
Owners and control persons
Schedule A and B, latest filing
- D•••• M•••••• A•••••• · Managercontrolsince 11/2017 · owns 50% to 75%
- J••••• J••••• S• · Manager, Ccocontrolsince 11/2017 · owns 50% to 75%
Related persons
Schedule D 7.A
- I•••••• W•••••investment advisernRAUM $843M
- W••• E••• L••pooled vehicle sponsorn
Advisers that list W••• E•• C••••••• L•• as a related person
- 289908 n
Offices
Schedule D 1.F, the 25 largest
- , 1 employees
What changed
consecutive filings, newest first
- Discretionary RAUM · $132M to $152MJun 3, 2025 to Mar 24, 2026
- Pooled vehicle RAUM · $132M to $152MJun 3, 2025 to Mar 24, 2026
- RAUM · $132M to $152MJun 3, 2025 to Mar 24, 2026
- Financial planning clients · unset to Mar 24, 2025 to Jun 3, 2025
- Discretionary RAUM · $80.1M to $132MAug 20, 2024 to Mar 24, 2025
- Pooled vehicle RAUM · $80.1M to $132MAug 20, 2024 to Mar 24, 2025
- RAUM · $80.1M to $132MAug 20, 2024 to Mar 24, 2025
- Discretionary RAUM · $66.2M to $80.1MMar 19, 2023 to Mar 22, 2024
- Pooled vehicle RAUM · $66.2M to $80.1MMar 19, 2023 to Mar 22, 2024
- RAUM · $66.2M to $80.1MMar 19, 2023 to Mar 22, 2024
- Discretionary RAUM · $87.2M to $66.2MMar 29, 2022 to Mar 19, 2023
- Pooled vehicle RAUM · $87.2M to $66.2MMar 29, 2022 to Mar 19, 2023
- RAUM · $87.2M to $66.2MMar 29, 2022 to Mar 19, 2023
- Discretionary RAUM · $86.6M to $87.2MMar 31, 2021 to Mar 29, 2022
- Pooled vehicle RAUM · $86.6M to $87.2MMar 31, 2021 to Mar 29, 2022
- RAUM · $86.6M to $87.2MMar 31, 2021 to Mar 29, 2022
- Discretionary RAUM · $50.8M to $86.6MApr 14, 2020 to Mar 31, 2021
- Pooled vehicle RAUM · $50.8M to $86.6MApr 14, 2020 to Mar 31, 2021
- RAUM · $50.8M to $86.6MApr 14, 2020 to Mar 31, 2021
- Discretionary RAUM · $47.0M to $50.8MApr 9, 2019 to Mar 30, 2020
- Pooled vehicle RAUM · $47.0M to $50.8MApr 9, 2019 to Mar 30, 2020
- RAUM · $47.0M to $50.8MApr 9, 2019 to Mar 30, 2020
- Discretionary RAUM · $30.8M to $47.0MJan 3, 2019 to Mar 30, 2019
- Pooled vehicle RAUM · $30.8M to $47.0MJan 3, 2019 to Mar 30, 2019
- RAUM · $30.8M to $47.0MJan 3, 2019 to Mar 30, 2019
Signals
1 dated events
- W••• E•• C••••••• L•• filed its initial SEC registration (Form ADV)Feb 12, 2018 · 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
- Website
- westelkcapital.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 404-551-3551reportedpublic record, Form ADV, Mar 24, 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