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••••••••• P••••••
Legal name R••••••••• I•••
Latest filing Jun 8, 2026
First filing on the tape May 19, 2022 · 15 filings
SEC status approved since Dec 15, 2022
RAUM
$0
reported, Item 5.F
Discretionary
n/a
of RAUM
Private clients
n/a
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
15
0 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
15 filings and snapshots on the tape
RAUM$0 as of Jun 8, 2026
Feb 6, 2025$0 then
HNW client RAUM$0 as of Jun 8, 2026
Mar 27, 2023$0 then
State-registered IARs (5.B.3)0 as of Jun 8, 2026
Mar 27, 20230 then
Employees (5.A)15 as of Jun 8, 2026
Mar 27, 202315 then
Private funds: no history
RAUM n/a over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Jun 8, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $0derivedHNW RAUM over HNW clients
- Average account
- unknownderivedRAUM over accounts (5.F.2.f)
- Discretionary
- unknownderivedof RAUM
- Institutional
- unknownderivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived2 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
- otherreportedItem 5.E
- Advisory activities
- 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
- marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
- Individual clients
- 16,971reported
- HNW clients
- 1,280reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 0reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- n/areported
- Class basis
- private_client_share=0.0 fund_share=0.0 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
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- B••••••••• R•••• · Ceo, Ccocontrolsince 01/2016 · owns less than 5%
- J•••• A••• · Shareholdercontrolsince 01/1999 · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
- , 1 employees
What changed
consecutive filings, newest first
- HNW clients · 0 to 1,280Feb 6, 2025 to Feb 24, 2026
- Individual clients · 0 to 16,971Feb 6, 2025 to Feb 24, 2026
- Accounts · unset to 0.0Feb 9, 2024 to Feb 6, 2025
- Financial planning clients · unset to Feb 9, 2024 to Feb 6, 2025
- Discretionary RAUM · unset to 0.0Feb 9, 2024 to Feb 6, 2025
- Non-discretionary RAUM · unset to 0.0Feb 9, 2024 to Feb 6, 2025
- RAUM · unset to 0.0Feb 9, 2024 to Feb 6, 2025
- Legal name · R••••••.COM, INC to R••••••••• I•••Jan 9, 2023 to Mar 27, 2023
- Business name · W••••••••• to W••••••••• P••••••May 19, 2022 to Dec 12, 2022
Signals
1 dated events
- Wiseradvisor.Com filed its initial SEC registration (Form ADV)May 19, 2022 · 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
- Firm profile
- linkedin.com/company/wiseradvisorreportedpublic record, Form ADV, Sep 18, 2026
- Website
- wiseradvisor.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- (703) 651-2060reportedpublic record, Form ADV, Jun 8, 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
- No RAUM reportedderiveda 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