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
G••••••••• P•••••• W•••••
Legal name G••••••••• P•••••• W••••• L••
Latest filing Apr 29, 2026
First filing on the tape Mar 14, 2025 · 6 filings
SEC status approved since Mar 19, 2025
RAUM
$272M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
96%
$261M individuals and HNW
Advisors
3
registered through the firm on IAPD
RAUM per advisor
$90.6M
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$272M as of Apr 29, 2026
Mar 14, 2025$145M then
HNW client RAUM$253M as of Apr 29, 2026
Mar 14, 2025$129M then
State-registered IARs (5.B.3)3 as of Apr 29, 2026
Mar 14, 20251 then
Employees (5.A)3 as of Apr 29, 2026
Mar 14, 20251 then
Private funds: no history
RAUM +88% over the last fiscal yearIARs 1 to 3
Practice profile
derived from the filing of Apr 29, 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
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- uhnw p•••••• wealth · private-client share at least 50 percent, HNW at least 90 percent of private-client RAUM, and average HNW client assets at least $10M
- RAUM per advisor
- $90.6MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 13derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $12.6MderivedHNW RAUM over HNW clients
- Average account
- $1.3MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 4.1%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
- +88%derivedbetween the last two annual amendments
- Advisor growth, one year
- +200%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +129%derived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, selection of other advisersreportedItem 5.G
- Custody
- $184M, 22 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
- 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)
- 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$253M93%
- Pension and profit-sharing plans$11.2M4.1%
- Individuals$7.7M2.9%
- Individual clients
- 19reported
- HNW clients
- 20reported
- Pension plan clients
- 2reported
- Charitable clients
- n/areported
- Accounts
- 217reported
- Financial planning clients
- 11-25reported
- Wrap fee programs
- noreported
- Custody of client assets
- $184M for 22 clientsreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.96 fund_share=0.0 institutional_share=0.04 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 |
|---|---|---|---|---|
| R••• P•••••• B•••• | San Juan, Pr | Apr 3, 2023 | 21 y | 3 |
| T••••• N••••• J••••••Certified Financial Planner | Ashburn, Va | Jun 22, 2025 | 10 y | 2 |
| F•••••••• W••••• H•••••Certified Financial Planner | Washington, Dc | Oct 7, 2025 | 13 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
- F•••••••• W••••• H••••• from B••••••• W••••• M••••••••• L••Oct 7, 2025 · Other
- T••••• N••••• J•••••• from H•••••••• W••••• M•••••••••Jun 22, 2025 · RIA to RIA
- R••• P•••••• B•••• from H•••••••• W••••• M•••••••••Apr 3, 2023 · RIA to RIA
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- B••••• R•••• P•••••• · Managing Member And Chief Compliance Officercontrolsince 01/2023 · 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 |
|---|---|---|---|---|---|
| San Juan, Pr | 3 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
3 against comparable advisers; where to look, not conclusions
- business activity changedChange between filings · filing Apr 29, 2026selection of other advisers (Item 5.G.7): no on the filing of 2026-01-30, yes on the filing of 2026-04-29peers: independent wealth managers, $100M to $500M (5,676)
- custody status changedChange between filings · filing Apr 29, 2026custody of client assets (Item 9.A): no on the filing of 2026-01-30, yes on the filing of 2026-04-29peers: independent wealth managers, $100M to $500M (5,676)
- RAUM up 50 %Change between filings · filing Apr 29, 2026RAUM (Item 5.F) moved from $144,957,832 to $271,868,697 (+88.0%) between the annual amendments of 2025-03-14 and 2026-04-29; the peer median change was +15.0% (4550 comparable advisers, 98.0th percentile of changes)peers: independent wealth managers, $100M to $500M (4,550) · 98% percentile
What changed
consecutive filings, newest first
- Accounts · 222 to 217Jan 30, 2026 to Apr 29, 2026
- Advisory activities · 2 to 3Jan 30, 2026 to Apr 29, 2026
- Charity clients · 10.0 to unsetJan 30, 2026 to Apr 29, 2026
- Corporate clients · 2.0 to unsetJan 30, 2026 to Apr 29, 2026
- HNW clients · 27 to 20Jan 30, 2026 to Apr 29, 2026
- Individual clients · 22 to 19Jan 30, 2026 to Apr 29, 2026
- Pension plan clients · 6 to 2Jan 30, 2026 to Apr 29, 2026
- Assets in custody · unset to 184052029.0Jan 30, 2026 to Apr 29, 2026
- Custody of client assets · false to trueJan 30, 2026 to Apr 29, 2026
- Discretionary RAUM · $263M to $272MJan 30, 2026 to Apr 29, 2026
- HNW RAUM · $226M to $253MJan 30, 2026 to Apr 29, 2026
- Individual RAUM · $6.0M to $7.7MJan 30, 2026 to Apr 29, 2026
- Pension RAUM · $12.2M to $11.2MJan 30, 2026 to Apr 29, 2026
- RAUM · $263M to $272MJan 30, 2026 to Apr 29, 2026
- Accounts · 83 to 222Nov 7, 2025 to Jan 30, 2026
- Advisory employees · 1 to 3Nov 7, 2025 to Jan 30, 2026
- Advisory activities · 1 to 2Nov 7, 2025 to Jan 30, 2026
- Charity clients · unset to 10.0Nov 7, 2025 to Jan 30, 2026
- Corporate clients · unset to 2.0Nov 7, 2025 to Jan 30, 2026
- HNW clients · 8 to 27Nov 7, 2025 to Jan 30, 2026
- Individual clients · 9 to 22Nov 7, 2025 to Jan 30, 2026
- Pension plan clients · 2 to 6Nov 7, 2025 to Jan 30, 2026
- Employees · 1 to 3Nov 7, 2025 to Jan 30, 2026
- Financial planning clients · 1-10 to 11-25Nov 7, 2025 to Jan 30, 2026
- State-registered IARs · 1 to 3Nov 7, 2025 to Jan 30, 2026
- Legal name · LAS MARIAS CONSULTING LLC to G••••••••• P•••••• W••••• LLCNov 7, 2025 to Jan 30, 2026
- Discretionary RAUM · $145M to $263MNov 7, 2025 to Jan 30, 2026
- HNW RAUM · $129M to $226MNov 7, 2025 to Jan 30, 2026
- Individual RAUM · $4.9M to $6.0MNov 7, 2025 to Jan 30, 2026
- Pension RAUM · $10.8M to $12.2MNov 7, 2025 to Jan 30, 2026
- RAUM · $145M to $263MNov 7, 2025 to Jan 30, 2026
- Financial planning clients · 1-10 to 1-10May 7, 2025 to Jun 20, 2025
Signals
1 dated events
- G••••••••• P•••••• W••••• reported RAUM $263.4M, up 82% from $145.0M (2025-11-07 to 2026-01-30)Jan 30, 2026 · RAUM change · derived
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
- genprivatewealth.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 571-244-8764reportedpublic record, Form ADV, Apr 29, 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
- $90.6Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026