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

C•••••• F•••••••• S•••••••••

Independent wealth managerOrlando, FloridaCRD 339651SEC 801-135155websiteIAPD
Legal name W••••• G•••• F•••••••• M••••••••• L••
Latest filing Aug 12, 2026
First filing on the tape Jan 16, 2026 · 5 filings
SEC status approved since Jan 20, 2026
RAUM
$125M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
88%
$110M individuals and HNW
Advisors
3
registered through the firm on IAPD
RAUM per advisor
$41.7M
derived; firm RAUM over IAPD count
Employees
9
3 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
5 filings and snapshots on the tape
RAUM$125M as of Aug 12, 2026
Jan 16, 2026$0 then
HNW client RAUM$80.5M as of Aug 12, 2026
May 28, 2026$80.5M then
State-registered IARs (5.B.3)3 as of Aug 12, 2026
Jan 16, 20263 then
Employees (5.A)9 as of Aug 12, 2026
Jan 16, 20269 then
Private funds: no history
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Aug 12, 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
  • 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
RAUM per advisor
$41.7MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
63derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$1.3MderivedHNW RAUM over HNW clients
Average account
$658,394derivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
3.0derivedItem 5.A over advisors
Advisors per office
1.5derived2 offices incl. principal (1.F.5)
RAUM growth, one year
unknownderivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, hourly, fixed feesreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, selection of other advisersreportedItem 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
  • 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)
  • marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$80.5M64%
  • Individuals$29.0M23%
  • Banks and thrifts$15.6M12%
Individual clients
128reported
HNW clients
61reported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
190reported
Financial planning clients
0reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, fixed, hourlyreported
Class basis
private_client_share=0.88 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
3 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
V••••••• L•• W•••••Certified Financial PlannerOrlando, FlMar 2, 202611 y0
J••• H••••• W•••••Orlando, FlMar 16, 202629 y6
M•••• A•••••••Orlando, Fl May 5, 202611 y0
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
    Every departureEvery arrival
    Private funds
    No private fund reported.
    Owners and control persons
    Schedule A and B, latest filing
    • W•••••• V•••••••• L•• · Chief Compliance Officercontrol
      since 11/2025 · owns less than 5%
    • W•••••• J•••• H••••• · Ownercontrol
      since 11/2025 · 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
    OfficeAdvisorsJoinedLeftTeams outForming
    Orlando, Fl · principal330
    Offices
    Schedule D 1.F, the 25 largest
    No branch office listed.
    What changed
    consecutive filings, newest first
    • Accounts · 0 to 190
      Apr 7, 2026 to May 28, 2026
    • HNW clients · unset to 61.0
      Apr 7, 2026 to May 28, 2026
    • Individual clients · unset to 128.0
      Apr 7, 2026 to May 28, 2026
    • Discretionary RAUM · $0 to $125M
      Apr 7, 2026 to May 28, 2026
    • HNW RAUM · unset to 80514912.0
      Apr 7, 2026 to May 28, 2026
    • Individual RAUM · unset to 28992067.0
      Apr 7, 2026 to May 28, 2026
    • RAUM · $0 to $125M
      Apr 7, 2026 to May 28, 2026
    Signals
    No event on the tape.
    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
    800-779-4592reportedpublished by the firm, firm site, Sep 17, 2026
    Business phone
    407-362-5494reportedpublished by the firm, firm site, Sep 17, 2026
    Business phone
    941-238-9052reportedpublished by the firm, firm site, Sep 17, 2026
    Firm profile
    linkedin.com/company/-wilson-group-financialreportedpublic record, Form ADV, Sep 18, 2026
    Website
    centrusfs.comreportedpublic record, Form ADV, Sep 18, 2026
    Principal office phone
    1-800-779-4592reportedpublic record, Form ADV, Aug 12, 2026
    Contact form
    centrusfs.com/contactreportedpublished by the firm, firm site, Sep 17, 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
    $41.7Mderivedfirm RAUM over the IAPD count; not a book size
    Loaded
    Sep 14, 2026