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
D••••• W•••••
Legal name D••••• W••••• L••
Latest filing Mar 13, 2026
First filing on the tape Jan 30, 2020 · 12 filings
SEC status approved since Mar 3, 2020
RAUM
$165M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$164M individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$82.3M
derived; firm RAUM over IAPD count
Employees
3
2 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
12 filings and snapshots on the tape
RAUM$165M as of Mar 13, 2026
Mar 25, 2021$71.0M then
HNW client RAUM$149M as of Mar 13, 2026
Mar 25, 2021$71.0M then
State-registered IARs (5.B.3)2 as of Mar 13, 2026
Mar 25, 20212 then
Employees (5.A)3 as of Mar 13, 2026
Mar 25, 20214 then
Private funds: no history
RAUM +15% over the last fiscal year+6.9% a year over threeIARs 2 to 2
Practice profile
derived from the filing of Mar 13, 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
- RAUM per advisor
- $82.3MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 30derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.8MderivedHNW RAUM over HNW clients
- Average account
- $522,540derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.2%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.5derivedItem 5.A over advisors
- Advisors per office
- 1.0derived2 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
- -12%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, otherreportedItem 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$149M91%
- Individuals$15.0M9.1%
- Charitable organizations$400,0000.2%
- Individual clients
- 21reported
- HNW clients
- 39reported
- Pension plan clients
- n/areported
- Charitable clients
- 1reported
- Accounts
- 315reported
- Financial planning clients
- 1-10reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- 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=1.0derived
Advisors registered through the firm
2 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| J••••• W••• E•••••• | Oakton, Va | Mar 10, 2020 | 23 y | 4 |
| O••• S• L•••• | Oakton, Va | Dec 4, 2020 | 37 y | 5 |
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
- O••• S• L•••• from P•••• S••••••••• L••Dec 4, 2020 · Affiliated broker-dealer or bank to a newly registered adviser
- J••••• W••• E•••••• from S•••• W••••• M••••••••• L••Mar 10, 2020 · Affiliated broker-dealer or bank to a newly registered adviser
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- E••••••• J•••••• W••• · Chief Compliance Officer/Chief Operating Officercontrolsince 02/2020 · owns less than 5%
- M•••• B••••••• J•••••• · Chief Executive Officercontrolsince 02/2020 · owns less than 5%
- M•••• B••••••• J•••••• · Founder/Ownercontrolsince 01/2020 · owns 75% or more of N•••• I••••••••• P••••••• L••
Entity owners
- N•••• I••••••••• P••••••• L•• · Ownerdirect · 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 |
|---|---|---|---|---|---|
| Oakton, Va | 2 | 0 | 0 | ||
| Potomac Falls, Va | 2 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- , 2 employees
What changed
consecutive filings, newest first
- Accounts · 199 to 315Feb 7, 2025 to Mar 13, 2026
- Charity clients · unset to 1.0Feb 7, 2025 to Mar 13, 2026
- HNW clients · 50 to 39Feb 7, 2025 to Mar 13, 2026
- Individual clients · 18 to 21Feb 7, 2025 to Mar 13, 2026
- Discretionary RAUM · $143M to $165MFeb 7, 2025 to Mar 13, 2026
- HNW RAUM · $117M to $149MFeb 7, 2025 to Mar 13, 2026
- Individual RAUM · $25.5M to $15.0MFeb 7, 2025 to Mar 13, 2026
- RAUM · $143M to $165MFeb 7, 2025 to Mar 13, 2026
- Accounts · 264 to 199Feb 28, 2024 to Feb 7, 2025
- HNW clients · 156 to 50Feb 28, 2024 to Feb 7, 2025
- Individual clients · 12 to 18Feb 28, 2024 to Feb 7, 2025
- Financial planning clients · 1-10 to 1-10Feb 28, 2024 to Feb 7, 2025
- HQ city · unset to Feb 28, 2024 to Feb 7, 2025
- HQ state · unset to Feb 28, 2024 to Feb 7, 2025
- Discretionary RAUM · $141M to $143MFeb 28, 2024 to Feb 7, 2025
- HNW RAUM · $140M to $117MFeb 28, 2024 to Feb 7, 2025
- Individual RAUM · $850,000 to $25.5MFeb 28, 2024 to Feb 7, 2025
- RAUM · $141M to $143MFeb 28, 2024 to Feb 7, 2025
- Accounts · 256 to 264Mar 1, 2023 to Feb 28, 2024
- HNW clients · 41 to 156Mar 1, 2023 to Feb 28, 2024
- Individual clients · 89 to 12Mar 1, 2023 to Feb 28, 2024
- Discretionary RAUM · $135M to $141MMar 1, 2023 to Feb 28, 2024
- HNW RAUM · $114M to $140MMar 1, 2023 to Feb 28, 2024
- Individual RAUM · $20.5M to $850,000Mar 1, 2023 to Feb 28, 2024
- RAUM · $135M to $141MMar 1, 2023 to Feb 28, 2024
- Accounts · 230 to 256May 12, 2022 to Mar 1, 2023
- HNW clients · 74 to 41May 12, 2022 to Mar 1, 2023
- Individual clients · 36 to 89May 12, 2022 to Mar 1, 2023
- Discretionary RAUM · $143M to $135MMay 12, 2022 to Mar 1, 2023
- HNW RAUM · $133M to $114MMay 12, 2022 to Mar 1, 2023
- Individual RAUM · $10.3M to $20.5MMay 12, 2022 to Mar 1, 2023
- RAUM · $143M to $135MMay 12, 2022 to Mar 1, 2023
- Accounts · 226 to 230Sep 30, 2021 to Mar 23, 2022
- HNW clients · 45 to 74Sep 30, 2021 to Mar 23, 2022
- Individual clients · 5 to 36Sep 30, 2021 to Mar 23, 2022
- Discretionary RAUM · $149M to $143MSep 30, 2021 to Mar 23, 2022
- HNW RAUM · $146M to $133MSep 30, 2021 to Mar 23, 2022
- Individual RAUM · $2.5M to $10.3MSep 30, 2021 to Mar 23, 2022
- RAUM · $149M to $143MSep 30, 2021 to Mar 23, 2022
- Accounts · 68 to 226Mar 25, 2021 to Sep 30, 2021
Signals
1 dated events
- D••••• W••••• filed its initial SEC registration (Form ADV)Jan 30, 2020 · 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•••@d•••••••••.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 703-721-4700reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- linkedin.com/company/demand-wealthreportedpublic record, Form ADV, Sep 18, 2026
- Website
- D•••••WEALTH.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 888-788-6465reportedpublic record, Form ADV, Mar 13, 2026
- Team page
- d•••••••••.comreportedpublished by the firm, firm site, Sep 16, 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
- $82.3Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026