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
W•••••• F••••••••• I•••
Latest filing Mar 27, 2026
First filing on the tape Oct 19, 2023 · 6 filings
SEC status approved since Nov 21, 2023
RAUM
$610M
reported, Item 5.F
Discretionary
99%
of RAUM
Private clients
99%
$607M individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$610M
derived; firm RAUM over IAPD count
Employees
5
1 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$610M as of Mar 27, 2026
Mar 26, 2024$443M then
HNW client RAUM$405M as of Mar 27, 2026
Mar 26, 2024$290M then
State-registered IARs (5.B.3)1 as of Mar 27, 2026
Mar 26, 20242 then
Employees (5.A)5 as of Mar 27, 2026
Mar 26, 20244 then
Private funds: no history
RAUM +21% over the last fiscal yearIARs 2 to 1
Practice profile
derived from the filing of Mar 27, 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
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $610MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 437derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.4MderivedHNW RAUM over HNW clients
- Average account
- $271,763derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 99%derivedof RAUM
- Institutional
- 0.5%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 5.0derivedItem 5.A over advisors
- Advisors per office
- 1.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +21%derivedbetween the last two annual amendments
- Advisor growth, one year
- -50%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -4.2%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consulting, selection of other advisers, educational seminarsreportedItem 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)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$405M66%
- Individuals$202M33%
- Pension and profit-sharing plans$3.2M0.5%
- Individual clients
- 270reported
- HNW clients
- 167reported
- Pension plan clients
- 1reported
- Charitable clients
- 0reported
- Accounts
- 2,246reported
- Financial planning clients
- 251-500reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.99 fund_share=0.0 institutional_share=0.01 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
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 headcount1 left over 36 months
Left, latest
- J•••••• C••••••• to N••••••••• M••••• I••••••••• S•••••••••Jul 18, 2025 · Other
Joined, latest
- M•••••• G••••• W•••••• from L•• F•••••••• L••Dec 26, 2023 · Affiliated broker-dealer or bank to a newly registered adviser
- J•••••• C••••••• from L•• F•••••••• L••Dec 22, 2023 · Affiliated broker-dealer or bank to a newly registered adviser
Teams: two or more advisors moving together within fourteen days, from one state
- 2 joined from L•• F•••••••• L••Dec 20, 2023 · Lacey, Wa
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- W••••••• M••••••• G••••• · President; Chief Compliance Officercontrolsince 01/2006 · 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 |
|---|---|---|---|---|---|
| Lacey, Wa · principal | 1 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 1,967 to 2,246Feb 17, 2026 to Mar 27, 2026
- Advisory employees · 2 to 1Feb 17, 2026 to Mar 27, 2026
- HNW clients · 118 to 167Feb 17, 2026 to Mar 27, 2026
- Individual clients · 338 to 270Feb 17, 2026 to Mar 27, 2026
- Pension plan clients · 3 to 1Feb 17, 2026 to Mar 27, 2026
- State-registered IARs · 2 to 1Feb 17, 2026 to Mar 27, 2026
- Discretionary RAUM · $499M to $604MFeb 17, 2026 to Mar 27, 2026
- HNW RAUM · $277M to $405MFeb 17, 2026 to Mar 27, 2026
- Individual RAUM · $217M to $202MFeb 17, 2026 to Mar 27, 2026
- Non-discretionary RAUM · $5.8M to $6.6MFeb 17, 2026 to Mar 27, 2026
- Pension RAUM · $10.0M to $3.2MFeb 17, 2026 to Mar 27, 2026
- RAUM · $504M to $610MFeb 17, 2026 to Mar 27, 2026
- Related adviser · true to falseMar 31, 2025 to Feb 17, 2026
- Accounts · 1,603 to 1,967Mar 26, 2024 to Mar 31, 2025
- HNW clients · 112 to 118Mar 26, 2024 to Mar 31, 2025
- Pension plan clients · 2 to 3Mar 26, 2024 to Mar 31, 2025
- Employees · 4 to 5Mar 26, 2024 to Mar 31, 2025
- Financial planning clients · 0 to 251-500Mar 26, 2024 to Mar 31, 2025
- Discretionary RAUM · $439M to $499MMar 26, 2024 to Mar 31, 2025
- HNW RAUM · $290M to $277MMar 26, 2024 to Mar 31, 2025
- Individual RAUM · $149M to $217MMar 26, 2024 to Mar 31, 2025
- Non-discretionary RAUM · $3.9M to $5.8MMar 26, 2024 to Mar 31, 2025
- Pension RAUM · $3.9M to $10.0MMar 26, 2024 to Mar 31, 2025
- RAUM · $443M to $504MMar 26, 2024 to Mar 31, 2025
- Related adviser · false to trueMar 26, 2024 to Mar 31, 2025
- Accounts · 0 to 1,603Dec 4, 2023 to Mar 26, 2024
- HNW clients · 0 to 112Dec 4, 2023 to Mar 26, 2024
- Individual clients · 0 to 338Dec 4, 2023 to Mar 26, 2024
- Pension plan clients · 0 to 2Dec 4, 2023 to Mar 26, 2024
- Discretionary RAUM · $0 to $439MDec 4, 2023 to Mar 26, 2024
- HNW RAUM · $0 to $290MDec 4, 2023 to Mar 26, 2024
- Individual RAUM · $0 to $149MDec 4, 2023 to Mar 26, 2024
- Non-discretionary RAUM · $0 to $3.9MDec 4, 2023 to Mar 26, 2024
- Pension RAUM · $0 to $3.9MDec 4, 2023 to Mar 26, 2024
- RAUM · $0 to $443MDec 4, 2023 to Mar 26, 2024
- Advisory activities · 4 to 5Oct 19, 2023 to Dec 4, 2023
Signals
3 dated events
- J•••••• C••••••• left W•••••• F••••••••• I••• for N••••••••• M••••• I••••••••• S••••••••• (registered 2025-08-14)Jul 18, 2025 · Advisor changed firm · fact
- 2 advisors left L•• F•••••••• L•• (Lacey, WA) for W•••••• F••••••••• I••• within 2 daysDec 20, 2023 · Team lift-out · derived
- W•••••• F••••••••• I••• filed its initial SEC registration (Form ADV)Oct 19, 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
- Business phone
- 360-459-4847reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 800-492-1222reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 833-307-3750reportedpublished by the firm, firm site, Sep 15, 2026
- Website
- weinand.usreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 360-459-4847reportedpublic record, Form ADV, Mar 27, 2026
- Contact form
- wealthenhancement.com/contact-usreportedpublished by the firm, firm site, Sep 15, 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
- $610Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026