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••••• P•••••• A•••••••• L••
Latest filing Apr 6, 2026
First filing on the tape Nov 14, 2024 · 6 filings
SEC status approved since Feb 10, 2025
RAUM
$0
reported, Item 5.F
Discretionary
n/a
of RAUM
Private clients
n/a
$0 individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
5
5 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$0 as of Apr 6, 2026
Feb 26, 2025$0 then
HNW client RAUM: no history
State-registered IARs (5.B.3)1 as of Apr 6, 2026
Feb 26, 20251 then
Employees (5.A)5 as of Apr 6, 2026
Feb 26, 202510 then
Private funds: no history
RAUM n/a over the last fiscal yearIARs 1 to 1
Practice profile
derived from the filing of Apr 6, 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
- $0derivedRAUM 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
- unknownderivedRAUM over accounts (5.F.2.f)
- Discretionary
- unknownderivedof RAUM
- Institutional
- unknownderivedpensions, 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
- unknownderivedbetween 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
- financial planning, portfolio management for individuals, selection of other advisersreportedItem 5.G
- Wrap fee program
- participatesreportedItem 5.I
- 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
- 977reported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 0reported
- Financial planning clients
- 1-10reported
- Wrap fee programs
- $0 sponsored, $0 managedreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixedreported
- 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
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
none on the tape
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- A••••••• J••••• A••• · Ccocontrolsince 02/2020 · owns less than 5%
- R••••••••• L•••••••• G••••• · Ceocontrolsince 02/2020 · owns less than 5%
Entity owners
- W••••• N••••••• I••• · Ownerdirect · owns 75% or more
- W••••• N••••••• I••• · W••••• P•••••• A•••••••• L•• Is A Wholly-Owned Subsidiary Of W••••• N•••••• Inc.indirect · owns 75% or more of W••••• N••••••• I•••
Related persons
Schedule D 7.A
- S••••• C•••••• L••investment advisernRAUM $354M
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 6, 2026wrap fee program participation (Item 5.I): no on the filing of 2026-01-07, yes on the filing of 2026-04-06peers: other advisers, under $100M (666)
- business activity changedChange between filings · filing Apr 6, 2026financial planning (Item 5.G.1): no on the filing of 2026-01-07, yes on the filing of 2026-04-06peers: other advisers, under $100M (666)
- employee count dropChange between filings · filing Apr 6, 2026employees (Item 5.A) moved from 10.0 to 5.0 (-50.0%) between the annual amendments of 2025-04-24 and 2026-04-06; the peer median change was 0.0% (103 comparable advisers, 5.0th percentile of changes)peers: other advisers, under $100M (103) · 4.9% percentile
What changed
consecutive filings, newest first
- Advisory employees · 10 to 5Jan 7, 2026 to Apr 6, 2026
- Advisory activities · 1 to 3Jan 7, 2026 to Apr 6, 2026
- Individual clients · unset to 977.0Jan 7, 2026 to Apr 6, 2026
- Employees · 10 to 5Jan 7, 2026 to Apr 6, 2026
- Insurance-licensed employees · 0 to 1Jan 7, 2026 to Apr 6, 2026
- Financial planning clients · 0 to 1-10Jan 7, 2026 to Apr 6, 2026
- Wrap assets (manager) · unset to 0.0Jan 7, 2026 to Apr 6, 2026
- Wrap assets (sponsor) · unset to 0.0Jan 7, 2026 to Apr 6, 2026
- Financial planning clients · 0 to 0Feb 26, 2025 to Apr 24, 2025
- Accounts · unset to 0.0Dec 20, 2024 to Feb 26, 2025
- Discretionary RAUM · unset to 0.0Dec 20, 2024 to Feb 26, 2025
- Non-discretionary RAUM · unset to 0.0Dec 20, 2024 to Feb 26, 2025
- RAUM · unset to 0.0Dec 20, 2024 to Feb 26, 2025
- Financial planning clients · unset to 0Nov 14, 2024 to Dec 20, 2024
- Related adviser · false to trueNov 14, 2024 to Dec 20, 2024
Signals
1 dated events
- W••••• P•••••• A•••••••• L•• filed its initial SEC registration (Form ADV)Nov 14, 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
- Firm profile
- linkedin.com/company/trustwillowreportedpublic record, Form ADV, Sep 19, 2026
- Website
- m•.t•••••••••.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 617-279-3685reportedpublic record, Form ADV, Apr 6, 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