DFX Intelligence

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SEC-registered adviser

D•••••• W••••• G••••

Asset manager (funds and pooled vehicles)CRD 326607SEC 801-128038website IAPD

Legal name D•••••• W••••• G••••• L••

Latest filing Mar 9, 2026

First filing on the tape Apr 25, 2023 · 7 filings

SEC status approved since May 26, 2023

RAUM

$266M

reported, Item 5.F

Discretionary

100%

of RAUM

Private clients

0.0%

$0 individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

$266M

derived; firm RAUM over IAPD count

Employees

4 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

7 filings and snapshots on the tape

RAUM$266M as of Mar 9, 2026

Mar 14, 2024$74.1M then

HNW client RAUM: no history

State-registered IARs (5.B.3)1 as of Mar 9, 2026

Mar 14, 20240 then

Employees (5.A)4 as of Mar 9, 2026

Mar 14, 20244 then

Private funds: no history

RAUM +92% over the last fiscal yearIARs 1 to 1

Practice profile

derived from the filing of Mar 9, 2026; every figure names its basis

Archetypes, each a printed rule

Solo or small team · one advisor, or a wealth manager with up to three advisors and one office

RAUM per advisor: $266MderivedRAUM over IAPD advisors; not a book size
Clients per advisor: unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client: unknownderivedHNW RAUM over HNW clients
Average account: $266MderivedRAUM over accounts (5.F.2.f)
Discretionary: 100%derivedof RAUM
Institutional: 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: 4.0derivedItem 5.A over advisors
Advisors per office: 0.2derived5 offices incl. principal (1.F.5)
RAUM growth, one year: +92%derivedbetween the last two annual amendments
Advisor growth, one year: +0.0%derivedItem 5.B.3 between annual amendments
Client growth, one year: unknownderived
Compensation: percentage of assets, fixed feesreportedItem 5.E
Advisory activities: portfolio management for investment companies, educational seminars, otherreportedItem 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)

Where the RAUM sits

Form ADV Item 5.D, latest filing

Investment companies$266M100%

Individual clients: n/areported
HNW clients: n/areported
Pension plan clients: n/areported
Charitable clients: n/areported
Accounts: 1reported
Financial planning clients: 0reported
Wrap fee programs: noreported
Custody of client assets: noreported
Compensation: % of AUM, fixedreported
Class basis: private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived

Advisors registered through the firm

1 on IAPD today, longest tenure first

Name	Branch	Here since	In industry	Prior firms
B•••••• M••••••• B•••••Certified Financial Planner, Chartered Financial Consultant	Henderson, Nv	Feb 11, 2025	28 y	1

Advisor movement

0 left, 0 joined in 12 months

net 0 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•••••• M••••••• B••••• from A••••••••• F•••••••• S•••••••• L••
Feb 11, 2025 · Other

Every departure Every arrival

Private funds

No private fund reported.

Owners and control persons

Schedule A and B, latest filing

B•••••• B••••••• M••••••• · Principalcontrol
since 03/2023 · owns less than 5%
J••••••• D••••• H••••• · Principalcontrol
since 03/2023 · owns less than 5%
B•••••• B••••••• M••••••• · Membercontrol
since 03/2023 · owns 50% to 75% of L••• G••••• L••
J••••••• D••••• H••••• · Membercontrol
since 03/2023 · owns 25% to 50% of L••• G••••• L••
A••••••••• A•••• J••• · Chief Compliance Officer
since 06/2023 · owns less than 5%

Entity owners

L••• G••••• L•• · Member And Manager
direct · owns 75% or more

Related persons

Schedule D 7.A

G••••• C•••••• M•••••• F••• M••••••••• L••
bankpooled vehicle sponsorn

Offices

Schedule D 1.F, the 25 largest

, 1 employees
Las Vegas, NV

ADV anomalies

2 against comparable advisers; where to look, not conclusions

affiliate changedChange between filings · filing Mar 9, 2026
bank affiliate (Item 7.A.6): yes on the filing of 2025-03-18, no on the filing of 2026-03-09
peers: asset managers, $100M to $500M (1,568)
RAUM up 50 %Change between filings · filing Mar 9, 2026
RAUM (Item 5.F) moved from $138,918,036 to $266,219,942 (+92.0%) between the annual amendments of 2025-03-18 and 2026-03-09; the peer median change was +4.0% (1145 comparable advisers, 96.0th percentile of changes)
peers: asset managers, $100M to $500M (1,145) · 96% percentile

How anomalies are measured

What changed

consecutive filings, newest first

Discretionary RAUM · $139M to $266M
Mar 18, 2025 to Mar 9, 2026
RAUM · $139M to $266M
Mar 18, 2025 to Mar 9, 2026
Related bank · true to false
Mar 18, 2025 to Mar 9, 2026
Financial planning clients · 0 to 0
Dec 6, 2024 to Mar 18, 2025
HQ city · unset to
Dec 6, 2024 to Mar 18, 2025
HQ state · unset to
Dec 6, 2024 to Mar 18, 2025
State-registered IARs · 0 to 1
Dec 6, 2024 to Mar 18, 2025
Discretionary RAUM · $74.1M to $139M
Dec 6, 2024 to Mar 18, 2025
RAUM · $74.1M to $139M
Dec 6, 2024 to Mar 18, 2025
Accounts · 0 to 1
Aug 1, 2023 to Mar 14, 2024
Discretionary RAUM · $0 to $74.1M
Aug 1, 2023 to Mar 14, 2024
RAUM · $0 to $74.1M
Aug 1, 2023 to Mar 14, 2024
Advisory activities · 2 to 3
Jul 13, 2023 to Aug 1, 2023
Financial planning clients · unset to 0
Jul 13, 2023 to Aug 1, 2023

Signals

2 dated events

D•••••• W••••• G•••• reported RAUM $266.2M, up 92% from $138.9M (2025-03-18 to 2026-03-09)
Mar 9, 2026 · RAUM change · derived
D•••••• W••••• G•••• filed its initial SEC registration (Form ADV)
Apr 25, 2023 · 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/dynamic-alpha-solutionsreportedpublic record, Form ADV, Mar 9, 2026
Website: d••••••••.comreportedpublic record, Form ADV, Mar 9, 2026
Principal office phone: 702-602-4007reportedpublic record, Form ADV, Mar 9, 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: Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
RAUM per advisor: $266Mderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026