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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Former SEC-registered adviser
P••••••••• W•••••
Legal name P••••••••• W••••• L••
Latest filing Aug 28, 2026
First filing on the tape Aug 28, 2026 · 1 filings
RAUM
$74.4M
reported, Item 5.F
Discretionary
86%
of RAUM
Private clients
84%
$62.2M individuals and HNW
Advisors
n/a
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
6
6 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
0 filings and snapshots on the tape
RAUM: no history
HNW client RAUM: no history
State-registered IARs (5.B.3): no history
Employees (5.A): no history
Private funds: no history
Practice profile
derived from the filing of Aug 28, 2026; every figure names its basis
- RAUM per advisor
- $12.4MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 24derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.8MderivedHNW RAUM over HNW clients
- Average account
- $214,490derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 86%derivedof RAUM
- Institutional
- unknownderivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 6.0derived1 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 individuals, pension consultingreportedItem 5.G
- Custody
- $8.1M, 247 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)
- 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)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$36.2M49%
- Individuals$26.0M35%
- Pension and profit-sharing plans$10.2M14%
- Corporations and businesses$2.1M2.8%
- Individual clients
- 126reported
- HNW clients
- 20reported
- Pension plan clients
- 6reported
- Charitable clients
- n/areported
- Accounts
- 347reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- $8.1M for 247 clientsreported
- Compensation
- % of AUM, fixedreported
- Class basis
- on the IAPD state feed, not SEC-registeredderived
Advisors registered through the firm
7 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| W••••• F•••• H•••••• | Columbia, Mo | Sep 9, 2020 | 26 y | 1 |
| K••• D•••• F••••••••• | Columbia, Mo | Jan 12, 2021 | 10 y | 0 |
| C••• W•••• S••••• | Columbia, Mo | Jan 14, 2021 | 16 y | 0 |
| S••••• P••• | Columbia, Mo | Aug 15, 2022 | 12 y | 0 |
| B•••••• D••••• V••••• | Columbia, Mo | Dec 21, 2022 | 10 y | 0 |
| P••••• S•••• | Columbia, Mo | Oct 31, 2023 | 16 y | 0 |
| F••••• W•••• | Columbia, Mo | Jun 30, 2026 | 14 y | 0 |
Advisor movement
1 left, 0 joined in 12 months
net -1 in 12 months0 left in 90 days0 joined in 90 days2 left over 36 months
Left, latest
- S••••• A••••• H•••••• to S••••• H•••••• A•••••••May 5, 2026 · Other
- J••••• K•••• to C•••••• C•••••• W••••• M••••••••• L••Nov 19, 2024 · Other
Joined, latest
- W••••• F•••• H•••••• from E•••• S••••••••• L••Sep 9, 2020 · Affiliated broker-dealer or bank to a state-registered adviser
- S••••• A••••• H•••••• from E•••• S••••••••• L••Aug 27, 2020 · Affiliated broker-dealer or bank to a state-registered adviser
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
No Schedule A on the extract for this adviser.
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 |
|---|---|---|---|---|---|
| Columbia, Mo · principal | 7 | 1 | 1 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
One filing, no change to show.
Signals
2 dated events
- S••••• A••••• H•••••• left P••••••••• W••••• for S••••• H•••••• A••••••• (registered 2026-03-02)May 5, 2026 · Advisor changed firm · fact
- J••••• K•••• left P••••••••• W••••• for C•••••• C•••••• W••••• M••••••••• L•• (registered 2024-08-07)Nov 19, 2024 · Advisor changed firm · 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
- propartnerswealth.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 573-693-4233reportedpublic record, Form ADV, Aug 28, 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
- STATE REGISTEREDderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 15, 2026