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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SEC-registered adviser
G••••• W•••••
Legal name G••••• W•••••• L••
Latest filing Mar 24, 2026
First filing on the tape Jan 19, 2024 · 6 filings
SEC status approved since Feb 26, 2024
RAUM
$158M
reported, Item 5.F
Discretionary
95%
of RAUM
Private clients
94%
$149M individuals and HNW
Advisors
3
registered through the firm on IAPD
RAUM per advisor
$52.7M
derived; firm RAUM over IAPD count
Employees
3
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
6 filings and snapshots on the tape
RAUM$158M as of Mar 24, 2026
Mar 31, 2025$132M then
HNW client RAUM$79.8M as of Mar 24, 2026
Mar 31, 2025$61.6M then
State-registered IARs (5.B.3)3 as of Mar 24, 2026
Mar 31, 20253 then
Employees (5.A)3 as of Mar 24, 2026
Mar 31, 20253 then
Private funds: no history
RAUM +19% over the last fiscal yearIARs 3 to 3offices 1 to 0
Practice profile
derived from the filing of Mar 24, 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
- 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
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $52.7MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 105derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.6MderivedHNW RAUM over HNW clients
- Average account
- $183,740derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 95%derivedof RAUM
- Institutional
- 5.4%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 3.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +19%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +8.2%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consulting, selection of other advisersreportedItem 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$79.8M50%
- Individuals$69.4M44%
- Pension and profit-sharing plans$8.5M5.4%
- Corporations and businesses$500,0000.3%
- Individual clients
- 266reported
- HNW clients
- 50reported
- Pension plan clients
- 5reported
- Charitable clients
- n/areported
- Accounts
- 861reported
- Financial planning clients
- 1-10reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.94 fund_share=0.0 institutional_share=0.05 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
3 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| B•••••• M•••••• G••••• | Jenison, Mi | Jan 20, 2022 | 26 y | 1 |
| R••• D•••• B••• | Jenison, Mi | Sep 26, 2023 | 18 y | 2 |
| J•••• R••••• W••• | Manhattan Beach, Ca | Jan 5, 2026 | 25 y | 2 |
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
- J•••• R••••• W••• from B••••••••• A•••• M••••••••• L••Jan 5, 2026 · RIA to RIA
- R••• D•••• B••• from B••••••••• W••••• A•••••••• L••Sep 26, 2023 · Other
- B•••••• M•••••• G••••• from B••••••••• W••••• A•••••••• L••Jan 20, 2022 · RIA to RIA
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- G•••••• B••••••• M•••••• · Managing Member/Ccocontrolsince 12/2021 · 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 |
|---|---|---|---|---|---|
| Jenison, Mi · principal | 3 | 1 | 0 | 1 |
Offices
Schedule D 1.F, the 25 largest
- , 1 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- custody status changedChange between filings · filing Mar 24, 2026custody of client assets (Item 9.A): yes on the filing of 2025-03-31, no on the filing of 2026-03-24peers: independent wealth managers, $100M to $500M (5,676)
What changed
consecutive filings, newest first
- Accounts · 752 to 861Mar 31, 2025 to Mar 24, 2026
- Corporate clients · 7.0 to unsetMar 31, 2025 to Mar 24, 2026
- HNW clients · 43 to 50Mar 31, 2025 to Mar 24, 2026
- Individual clients · 249 to 266Mar 31, 2025 to Mar 24, 2026
- Pension plan clients · unset to 5.0Mar 31, 2025 to Mar 24, 2026
- Assets in custody · 140259.0 to unsetMar 31, 2025 to Mar 24, 2026
- Custody of client assets · true to falseMar 31, 2025 to Mar 24, 2026
- Other offices · 1 to 0Mar 31, 2025 to Mar 24, 2026
- Discretionary RAUM · $126M to $150MMar 31, 2025 to Mar 24, 2026
- HNW RAUM · $61.6M to $79.8MMar 31, 2025 to Mar 24, 2026
- Individual RAUM · $63.5M to $69.4MMar 31, 2025 to Mar 24, 2026
- Non-discretionary RAUM · $6.9M to $8.2MMar 31, 2025 to Mar 24, 2026
- Pension RAUM · unset to 8500000.0Mar 31, 2025 to Mar 24, 2026
- RAUM · $132M to $158MMar 31, 2025 to Mar 24, 2026
- Accounts · 716 to 752Dec 20, 2024 to Mar 31, 2025
- Corporate clients · unset to 7.0Dec 20, 2024 to Mar 31, 2025
- Individual clients · 241 to 249Dec 20, 2024 to Mar 31, 2025
- Financial planning clients · 0 to 1-10Dec 20, 2024 to Mar 31, 2025
- Discretionary RAUM · $108M to $126MDec 20, 2024 to Mar 31, 2025
- HNW RAUM · $52.5M to $61.6MDec 20, 2024 to Mar 31, 2025
- Individual RAUM · $55.1M to $63.5MDec 20, 2024 to Mar 31, 2025
- Non-discretionary RAUM · $0 to $6.9MDec 20, 2024 to Mar 31, 2025
- RAUM · $108M to $132MDec 20, 2024 to Mar 31, 2025
Signals
1 dated events
- G••••• W••••• filed its initial SEC registration (Form ADV)Jan 19, 2024 · 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 phone
- 616-226-8867reportedpublished by the firm, firm site, Sep 15, 2026
- Website
- G•••••WEALTH.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- (616) 226-8867reportedpublic 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
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $52.7Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026