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•••••••• A••••••• G•••• L••
Latest filing Sep 1, 2026
First filing on the tape Feb 21, 2025 · 6 filings
SEC status approved since Feb 13, 2025
RAUM
$327M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$326M individuals and HNW
Advisors
5
registered through the firm on IAPD
RAUM per advisor
$65.4M
derived; firm RAUM over IAPD count
Employees
10
4 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$327M as of Mar 9, 2026
Feb 21, 2025$0 then
HNW client RAUM$208M as of Mar 9, 2026
Apr 21, 2025$159M then
State-registered IARs (5.B.3)4 as of Mar 9, 2026
Feb 21, 20254 then
Employees (5.A)10 as of Mar 9, 2026
Feb 21, 20258 then
Private funds: no history
RAUM +20% over the last fiscal yearIARs 4 to 4
Practice profile
derived from the filing of Sep 1, 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
- Planning-led practice · financial planning activity (5.G.1), at least 100 financial planning clients (5.H), and hourly, fixed or subscription compensation (5.E)
- RAUM per advisor
- $65.4MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 116derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.2MderivedHNW RAUM over HNW clients
- Average account
- $192,656derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.3%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.0derivedItem 5.A over advisors
- Advisors per office
- 5.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +20%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +1.2%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consulting, selection of other advisersreportedItem 5.G
- Financial planning clients
- 600reportedItem 5.H
- Custody
- $22.9M, 14 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
- 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)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$208M64%
- Individuals$118M36%
- Charitable organizations$1.1M0.3%
- Individual clients
- 486reported
- HNW clients
- 96reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 1,697reported
- Financial planning clients
- 600reported
- Wrap fee programs
- noreported
- Custody of client assets
- $22.9M for 14 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
5 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| B••••••• J••• D••••••Certified Financial Planner | Columbia, Mo | Feb 14, 2025 | 13 y | 3 |
| T••••• P•••• S••••••Certified Financial Planner | Columbia, Mo | Feb 16, 2025 | 12 y | 2 |
| G••••• M•••••• B•••••Certified Financial Planner | Columbia, Mo | Feb 16, 2025 | 13 y | 1 |
| C•••••• W•••• W••••••••Certified Financial Planner | Columbia, Mo | Feb 16, 2025 | 41 y | 3 |
| B••••• L•• B••••• | Columbia, Mo | Sep 4, 2026 | 10 y | 0 |
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
- C•••••• W•••• W•••••••• from W• W••••• P••••••• L••Feb 16, 2025 · RIA to a newly registered adviser
- T••••• P•••• S•••••• from W• W••••• P••••••• L••Feb 16, 2025 · RIA to a newly registered adviser
- G••••• M•••••• B••••• from W• W••••• P••••••• L••Feb 16, 2025 · RIA to a newly registered adviser
- B••••••• J••• D•••••• from W• W••••• P••••••• L••Feb 14, 2025 · RIA to a newly registered adviser
Teams: two or more advisors moving together within fourteen days, from one state
- 4 joined from W• W••••• P••••••• L••Mar 27, 2025 · Columbia, Mo
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- W••••••••• C••••••• W•••• · Membercontrolsince 01/2025 · owns 75% or more
- H•••••••• J••••• · Chief Investment Officersince 02/2025 · owns less than 5%
- M••••••••• C••••• · Chief Compliance Officersince 02/2025 · owns less than 5%
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 |
|---|---|---|---|---|---|
| Columbia, Mo · principal | 5 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Financial planning clients · More than 500 to More than 500Mar 9, 2026 to Sep 1, 2026
- Succession · false to unsetMar 9, 2026 to Sep 1, 2026
- Accounts · 1,621 to 1,697Sep 30, 2025 to Mar 9, 2026
- HNW clients · 89 to 96Sep 30, 2025 to Mar 9, 2026
- Assets in custody · $57,400 to $22.9MSep 30, 2025 to Mar 9, 2026
- Employees · 8 to 10Sep 30, 2025 to Mar 9, 2026
- Financial planning clients · 0 to More than 500Sep 30, 2025 to Mar 9, 2026
- Discretionary RAUM · $307M to $327MSep 30, 2025 to Mar 9, 2026
- HNW RAUM · $192M to $208MSep 30, 2025 to Mar 9, 2026
- Individual RAUM · $114M to $118MSep 30, 2025 to Mar 9, 2026
- RAUM · $307M to $327MSep 30, 2025 to Mar 9, 2026
- Related insurance company · false to trueSep 30, 2025 to Mar 9, 2026
- Accounts · 1,578 to 1,621Aug 1, 2025 to Sep 30, 2025
- HNW clients · 76 to 89Aug 1, 2025 to Sep 30, 2025
- Individual clients · 499 to 486Aug 1, 2025 to Sep 30, 2025
- Financial planning clients · 0 to 0Aug 1, 2025 to Sep 30, 2025
- Discretionary RAUM · $272M to $307MAug 1, 2025 to Sep 30, 2025
- HNW RAUM · $159M to $192MAug 1, 2025 to Sep 30, 2025
- Individual RAUM · $112M to $114MAug 1, 2025 to Sep 30, 2025
- RAUM · $272M to $307MAug 1, 2025 to Sep 30, 2025
- Accounts · 0 to 1,578Feb 21, 2025 to Apr 21, 2025
- HNW clients · unset to 76.0Feb 21, 2025 to Apr 21, 2025
- Individual clients · unset to 499.0Feb 21, 2025 to Apr 21, 2025
- Assets in custody · unset to 57400.0Feb 21, 2025 to Apr 21, 2025
- Custody of client assets · false to trueFeb 21, 2025 to Apr 21, 2025
- Discretionary RAUM · $0 to $272MFeb 21, 2025 to Apr 21, 2025
- HNW RAUM · unset to 158900000.0Feb 21, 2025 to Apr 21, 2025
- Individual RAUM · unset to 111800000.0Feb 21, 2025 to Apr 21, 2025
- RAUM · $0 to $272MFeb 21, 2025 to Apr 21, 2025
- Related adviser · true to falseFeb 21, 2025 to Apr 21, 2025
Signals
1 dated events
- 4 advisors left W• W••••• P••••••• L•• (Columbia, MO) for W•••••••• A••••••• G•••• L•• on the same dayMar 27, 2025 · Team lift-out · 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
- Business email
- i•••@w•••••••••.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 573-400-6101reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- linkedin.com/company/wilkerson-advisory-groupreportedpublic record, Form ADV, Sep 18, 2026
- Website
- w•••••••••.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 573 400 6101reportedpublic record, Form ADV, Sep 1, 2026
- Team page
- w•••••••••.comreportedpublished 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
- $65.4Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026