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
B• W••••• M•••••••••
Legal name B••• F•••••••• G••••• L••
Latest filing Apr 28, 2026
First filing on the tape May 20, 2020 · 16 filings
SEC status approved since Jun 22, 2020
RAUM
$329M
reported, Item 5.F
Discretionary
95%
of RAUM
Private clients
97%
$319M individuals and HNW
Advisors
5
registered through the firm on IAPD
RAUM per advisor
$65.8M
derived; firm RAUM over IAPD count
Employees
7
5 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
16 filings and snapshots on the tape
RAUM$329M as of Apr 28, 2026
Mar 23, 2021$209M then
HNW client RAUM$241M as of Apr 28, 2026
Mar 23, 2021$156M then
State-registered IARs (5.B.3)5 as of Apr 28, 2026
Mar 23, 20213 then
Employees (5.A)7 as of Apr 28, 2026
Mar 23, 20216 then
Private funds: no history
RAUM +16% over the last fiscal year+19% a year over threeIARs 3 to 5
Practice profile
derived from the filing of Apr 28, 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
- $65.8MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 66derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.7MderivedHNW RAUM over HNW clients
- Average account
- $376,218derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 95%derivedof RAUM
- Institutional
- 1.4%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.4derivedItem 5.A over advisors
- Advisors per office
- 5.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +16%derivedbetween the last two annual amendments
- Advisor growth, one year
- +67%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +3.8%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisers, educational seminarsreportedItem 5.G
- Custody
- $135M, 470 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)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$241M73%
- Individuals$78.1M24%
- Corporations and businesses$4.8M1.4%
- Pension and profit-sharing plans$2.5M0.8%
- Charitable organizations$2.1M0.6%
- Individual clients
- 237reported
- HNW clients
- 91reported
- Pension plan clients
- 4reported
- Charitable clients
- 4reported
- Accounts
- 874reported
- Financial planning clients
- 1-10reported
- Wrap fee programs
- noreported
- Custody of client assets
- $135M for 470 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.97 fund_share=0.0 institutional_share=0.01 related_bd=true related_bank=false bd_reps=2.0derived
Advisors registered through the firm
5 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| B•••• E••• R••••••• | Boise, Id | Aug 28, 2020 | 21 y | 2 |
| B••••• K••• W•••••• | Boise, Id | Aug 28, 2020 | 15 y | 1 |
| T••••••• C••••• A•••••••• | Boise, Id | Jun 6, 2023 | 33 y | 2 |
| B••••• A•• R••••••Certified Financial Planner | Boise, Id | Sep 29, 2025 | 15 y | 4 |
| B••••• S•••• L•••• | Boise, Id | Dec 1, 2025 | 10 y | 0 |
Advisor movement
0 left, 1 joined in 12 months
net +1 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
- B••••• A•• R•••••• from H••••••••• W••••• M••••••••• L••Sep 29, 2025 · RIA to RIA
- T••••••• C••••• A•••••••• from W•••• F•••• A•••••••Jun 6, 2023 · Wirehouse to independent RIA
- B•••• E••• R••••••• from W•••• F•••• A•••••••Aug 28, 2020 · Wirehouse to a newly registered adviser (no RAUM reported yet)
- B••••• K••• W•••••• from W•••• F•••• A•••••••Aug 28, 2020 · Wirehouse to a newly registered adviser (no RAUM reported yet)
Teams: two or more advisors moving together within fourteen days, from one state
- 2 joined from W•••• F•••• A•••••••Jul 2, 2020 · Boise, Id
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- R•••••••• B••••• E••• · Principal And Chief Compliance Officercontrolsince 07/2013 · 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 |
|---|---|---|---|---|---|
| Boise, Id · principal | 5 | 2 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 799 to 874Mar 18, 2025 to Mar 31, 2026
- Advisory employees · 3 to 5Mar 18, 2025 to Mar 31, 2026
- Corporate clients · 13 to 12Mar 18, 2025 to Mar 31, 2026
- HNW clients · 86 to 91Mar 18, 2025 to Mar 31, 2026
- Individual clients · 230 to 237Mar 18, 2025 to Mar 31, 2026
- Pension plan clients · 3 to 4Mar 18, 2025 to Mar 31, 2026
- Assets in custody · $110M to $135MMar 18, 2025 to Mar 31, 2026
- Employees · 5 to 7Mar 18, 2025 to Mar 31, 2026
- Financial planning clients · 0 to 1-10Mar 18, 2025 to Mar 31, 2026
- State-registered IARs · 3 to 5Mar 18, 2025 to Mar 31, 2026
- Discretionary RAUM · $260M to $311MMar 18, 2025 to Mar 31, 2026
- HNW RAUM · $210M to $241MMar 18, 2025 to Mar 31, 2026
- Individual RAUM · $66.9M to $78.1MMar 18, 2025 to Mar 31, 2026
- Non-discretionary RAUM · $23.8M to $17.7MMar 18, 2025 to Mar 31, 2026
- Pension RAUM · $467,026 to $2.5MMar 18, 2025 to Mar 31, 2026
- RAUM · $284M to $329MMar 18, 2025 to Mar 31, 2026
- Accounts · 735 to 799Mar 25, 2024 to Mar 18, 2025
- Charity clients · 5 to 4Mar 25, 2024 to Mar 18, 2025
- Corporate clients · 11 to 13Mar 25, 2024 to Mar 18, 2025
- HNW clients · 83 to 86Mar 25, 2024 to Mar 18, 2025
- Individual clients · 210 to 230Mar 25, 2024 to Mar 18, 2025
- Assets in custody · $88.2M to $110MMar 25, 2024 to Mar 18, 2025
- Financial planning clients · 0 to 0Mar 25, 2024 to Mar 18, 2025
- Discretionary RAUM · $217M to $260MMar 25, 2024 to Mar 18, 2025
- HNW RAUM · $185M to $210MMar 25, 2024 to Mar 18, 2025
- Individual RAUM · $67.7M to $66.9MMar 25, 2024 to Mar 18, 2025
- Non-discretionary RAUM · $41.9M to $23.8MMar 25, 2024 to Mar 18, 2025
- Pension RAUM · $609,957 to $467,026Mar 25, 2024 to Mar 18, 2025
- RAUM · $259M to $284MMar 25, 2024 to Mar 18, 2025
- Accounts · 579 to 735Mar 9, 2023 to Mar 25, 2024
- HNW clients · 63 to 83Mar 9, 2023 to Mar 25, 2024
- Individual clients · 179 to 210Mar 9, 2023 to Mar 25, 2024
- Assets in custody · $15.7M to $88.2MMar 9, 2023 to Mar 25, 2024
- Employees · 6 to 5Mar 9, 2023 to Mar 25, 2024
- State-registered IARs · 2 to 3Mar 9, 2023 to Mar 25, 2024
- Discretionary RAUM · $151M to $217MMar 9, 2023 to Mar 25, 2024
- HNW RAUM · $138M to $185MMar 9, 2023 to Mar 25, 2024
- Individual RAUM · $53.3M to $67.7MMar 9, 2023 to Mar 25, 2024
- Non-discretionary RAUM · $45.8M to $41.9MMar 9, 2023 to Mar 25, 2024
- Pension RAUM · $385,557 to $609,957Mar 9, 2023 to Mar 25, 2024
Signals
2 dated events
- Leonard Jerry Beto (Principal) no longer on Schedule A of B• W••••• M••••••••• (listed 2022-11-01, absent 2023-03-09)Mar 9, 2023 · Control person left · inference
- B• W••••• M••••••••• filed its initial SEC registration (Form ADV)May 20, 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
- team@brwealthmgmt.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 208-258-2540reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 800-528-4974reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- linkedin.com/company/br-wealth-managementreportedpublic record, Form ADV, Sep 18, 2026
- Website
- brwealthmgmt.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 208-258-2540reportedpublic record, Form ADV, Apr 28, 2026
- Contact form
- brwealthmgmt.com/contact-usreportedpublished by the firm, firm site, Sep 15, 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
- $65.8Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026