DFX Intelligence
Venture Capital Intelligence
Firms, funds, partners, companies and rounds from sworn filings, firm sites and announcements, kept as a graph with a date and a source on every edge. Facts, inferences and estimates are labelled as such. A fund target is never a close, GAV is never dry powder, and a round size is never an investor’s check.
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.
Firms / E•••••••• W••••• M•••••••••
E•••••••• W••••• M•••••••••
E•••••••• W••••• M••••••••• provides holistic financial planning, investing, tax strategy, and estate services to create confidence, growth, and peace of mind.
no sworn venture fact yet (name or round mention only)
Importance
17
moderate
Active deployment
4
low
Emerging
0
low
Completeness
63
high
Freshness
98
high
Research priority
4
low
Identity and regulatory footprint
- Headquarters
- Seattle, WAadviserinfo.sec.gov
- Office address
- 1420 5TH AVE, SUITE 3150, Seattle, WA, 98101adviserinfo.sec.gov
- Business phone
- 206-923-3474adviserinfo.sec.gov
- Website
- e•••••••••.com
- SEC adviser type
- registered investment adviseradviserinfo.sec.gov
- SEC exemption claimed
- unknown
- Latest Form ADV
- Mar 28, 2024
- Private funds reported
- 1 (0 venture capital funds)adviserinfo.sec.gov
- Private fund gross assets
- $21.5Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
- Regulatory AUM
- $5.5Bthe adviser's RAUM, a regulatory measure, never a fund size
- Employees
- 78
- business phone
- 206-923-3474adviserinfo.sec.govpublished by the subject
Stated thesis versus observed behaviour
1 observed deals
Stated (the firm’s website)
- Sectors
- not stated or not yet read
- Stages
- not stated or not yet read
- Geography
- not stated
- Check size
- not stated; DFX does not estimate checks from round sizes
Observed (from deals on record)
Stage at participation: no observed deals yet
Stage at first entry: no observed deals yet
Sectors
unknown 100%
lead rate n/afollow-on rate n/anew logos, 12 months 1
Funds and vehicles
1 reported, 1 no longer reported
| Vehicle | Type | Vintage | Lifecycle | Reported GAV | Owners | Form D sold | Latest Form D |
|---|---|---|---|---|---|---|---|
| E•••••••• A••••••••• I••••• F•••• L• | Fund · ADV: Other Private Fund | 2018 form d first sale | Fundraising | $21.5M Mar 28, 2024 | 62 | $28.9M | Mar 20, 2026 |
| E•••••••• V•••••• C•••••• F•••• L• | Fund | 2018 adv first reported | Wound down | $0 Feb 10, 2021 | 1 | unknown | unknown |
GAV is the gross asset value the adviser reported on Form ADV for the vehicle, never the fund’s committed size and never dry powder. Form D sold is the amount sold as of the latest filing, never a final close.
Investment team
51 current, 9 departed
A••• G••••
Board or advisoryFinancial Advisor
A••• M••••
Board or advisoryFinancial Advisor
A•••••••• B•••••
Board or advisoryFinancial Advisor
B•••• L••
Board or advisoryFinancial Advisor
C•••••• D• C•••
Board or advisoryFinancial Advisor
C•••••• P•••
Board or advisoryFinancial Advisor
C••••• C••••••
Board or advisoryEstate Planning Advisor
D• S•••• R••••
Board or advisoryFinancial Advisor
D••••• R••
Board or advisoryFinancial Advisor
E•••• G•••••
Board or advisoryFinancial Advisor
J•••• M•••••••••
Board or advisoryFinancial Advisor
J•••• D•••••
Board or advisoryFinancial Advisor
J•••• B•••••••••
Board or advisoryFinancial Advisor
K•••• R•••••
Board or advisoryFinancial Advisor
L••• C••
Board or advisoryFinancial Advisor
R••••• T•••••
Board or advisoryFinancial Advisor
S••• Z•••••
Board or advisoryFinancial Advisor & Member · since Dec 1, 2018
T••••• M•••••
Board or advisoryFinancial Advisor
Y•••• W•••
Board or advisoryFinancial Advisor
K•••••• R••••• S••••
Founder or executiveChief Executive Officer & Member · since Oct 1, 2010
M•••••• P•••••• K••••
Founder or executivePresident & Chief Wealth Strategist & Member · since Jun 1, 2017
C•••••• S•••••
OtherHave a customized investment portfolio personalized for your goals.
J•••• C••••• C•••••••• H••••••••
OtherChief Of Staff · since Feb 1, 2023
W•••• P•••••
OtherInvestment Product Reviews
E••• J•••• L•••
PartnerChief Investment Officer & Member · since May 1, 2020
E••• L•••
PartnerChief Investment Officer | Principal
R••••• R••••••
PartnerThe CIO Signal
H•• P•••
Platform and operationsChief Operating Officer | Principal
J••••• H•••• C••••• M••••••
Platform and operationsChief Operations Officer & Member · since Feb 1, 2023
J••••• B•••••
Platform and operationsChief Compliance Officer | Principal
J••••• W•••• B•••••
Platform and operationsChief Compliance Officer · since Jan 1, 2021
L•••• D•••• E••••••
Platform and operationsChief Financial Officer & Member · since Oct 1, 2013
L•••• E••••••
Platform and operationsChief Financial Officer | Principal
S•••• J••••• L••
Platform and operationsChief M•••eting Technology Officer & Member · since Dec 1, 2018
S•••• L••
Platform and operationsChief M•••eting Technology Officer | Principal
B•••• R•••
PrincipalSenior Financial Advisor | Principal
C••••• L••••••
PrincipalSenior Financial Advisor | Principal
C••••••• C•••••••
PrincipalFinancial Advisor | Principal
E•••• A••••• B••••
PrincipalDirector Of Financial Planning & Member · since Oct 1, 2010
E•••• B••••
PrincipalDirector of Financial Planning | Principal
J•••• W••••
PrincipalChief Strategy Officer | Principal
J•••• A• J•••• I•
PrincipalChief Tax & Estate Strategist | Principal
J•••• A•••• J••••
PrincipalDirector Of Tax And Wealth Transfer & Member · since Dec 1, 2018
J•••• S•••••••
PrincipalFinancial Advisor | Principal
J••• M•••••
PrincipalFinancial Advisor | Principal
J••••• E••••••
PrincipalSenior Financial Advisor | Principal
J••••• C• M••••••
PrincipalChief Business Development Officer | Principal
K•••••• R• S••••
PrincipalChief Executive Officer | Principal
M••• B• U•••
PrincipalSenior Financial Advisor | Principal
M•••••• K••••
PrincipalPresident & Chief Wealth Strategist | Principal
S••• Z•••••
PrincipalSenior Financial Advisor | Principal
9 departed (kept with end dates)
- J••• D••••• M••••••• · President · Jan 1, 2013 to Jan 13, 2017 Inference
- H•• C•••• P••• · Member · Jul 1, 2016 to Mar 29, 2019 Inference
- J•••• C••••• C•••••••• H•••••••• · Chief Compliance Officer · Nov 1, 2009 to Mar 28, 2013 Inference
- J•••• C••••• C•••••••• H•••••••• · Chief Operations Officer · Apr 1, 2013 to Mar 30, 2016 Inference
- J•••• A•••• J•••• · Chief Compliance Officer · Sep 1, 2016 to Feb 15, 2018 Inference
- J•••• B••••••• S••••• · Chief Compliance Officer · Dec 1, 2014 to Sep 22, 2016 Inference
- L•••••• M•••• F••••••••• · Chief Compliance Officer · Jan 1, 2018 to Feb 10, 2021 Inference
- S•••••• M•••• C•••••••• · Chief Compliance Officer · Apr 1, 2013 to Oct 30, 2014 Inference
- M•••••• S•••• v•• S••• · Principal · Oct 1, 2010 to May 23, 2014 Inference
Investments on record
1 edges, 1 companies, 0 partner-attributed
| Company | Round | Role | Partner | Round size | This investor | Date | Source |
|---|---|---|---|---|---|---|---|
| C•••••• S••••• | portfolio listing | unknown | unknown | unknown | unknown | Sep 16, 2026 | Fact Venture organization websites (about, team, portfolio, thesis, news pages) |
“This investor” is the amount disclosed for this investor alone; it is unknown unless a source said it. The round size is the whole round.
Co-investors
0 relationships from shared deals, counted for the whole firm
No co-investor relationship yet: these are derived only from rounds and portfolio listings the graph has seen both investors on.
Limited partners
0 disclosed
No LP commitment on record. An LP edge needs a public disclosure with a quote: a pension report (see Limited partners for the plans read), a fund announcement naming the LP, or a Form ADV owner. The fund page carries the LP’s reported performance.
Timeline
26 dated events
- Feb 1, 2023J••••• H•••• C••••• M•••••• joined Schedule A of E•••••••• W••••• M••••••••• as Chief Operations Officer
- Mar 31, 2021E•••••••• V•••••• C•••••• F•••• L• no longer reported on Form ADV by E•••••••• W••••• M•••••••••Fund no longer reportedFundsInferenceE•••••••• V•••••• C•••••• F•••• L•SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Feb 10, 2021L•••••• M•••• F••••••••• (Chief Compliance Officer) no longer on Schedule A of E•••••••• W••••• M•••••••••
- Jan 1, 2021J••••• W•••• B••••• joined Schedule A of E•••••••• W••••• M••••••••• as Chief Compliance Officer
- May 1, 2020E••• J•••• L••• joined Schedule A of E•••••••• W••••• M••••••••• as Chief Investment Officer
- Mar 29, 2019H•• C•••• P••• (Member) no longer on Schedule A of E•••••••• W••••• M•••••••••
- Dec 1, 2018S•••• J••••• L•• joined Schedule A of E•••••••• W••••• M••••••••• as Chief M•••eting Technology Officer & Member
- Dec 1, 2018J•••• A•••• J•••• joined Schedule A of E•••••••• W••••• M••••••••• as Director Of Tax And Wealth Transfer & Member
- Dec 1, 2018S••• Z••••• joined Schedule A of E•••••••• W••••• M••••••••• as Financial Advisor & Member
- Jul 10, 2018E•••••••• V•••••• C•••••• F•••• L• first reported on Form ADV by E•••••••• W••••• M••••••••• (Venture Capital Fund)Fund first reported on Form ADVFundsFactE•••••••• V•••••• C•••••• F•••• L•SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Jul 1, 2018J•••• C••••• C•••••••• W•••• joined Schedule A of E•••••••• W••••• M••••••••• as Chief Operating Officer
- Feb 15, 2018J•••• A•••• J•••• (Chief Compliance Officer) no longer on Schedule A of E•••••••• W••••• M•••••••••
- Feb 15, 2018E•••••••• A••••••••• I••••• F•••• L• first reported on Form ADV by E•••••••• W••••• M••••••••• (Other Private Fund)Fund first reported on Form ADVFundsFactE•••••••• A••••••••• I••••• F•••• L•SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Jan 1, 2018L•••••• M•••• F••••••••• joined Schedule A of E•••••••• W••••• M••••••••• as Chief Compliance Officer
- Jan 13, 2017J••• D••••• M••••••• (President) no longer on Schedule A of E•••••••• W••••• M•••••••••
- Sep 22, 2016J•••• B••••••• S••••• (Chief Compliance Officer) no longer on Schedule A of E•••••••• W••••• M•••••••••
- Mar 30, 2016J•••• C••••• C•••••••• W•••• (Chief Operations Officer) no longer on Schedule A of E•••••••• W••••• M•••••••••
- Feb 1, 2016H•• C•••• P••• joined Schedule A of E•••••••• W••••• M••••••••• as Chief Operations Officer
- Nov 1, 2015M•••••• P•••••• K•••• joined Schedule A of E•••••••• W••••• M••••••••• as Chief Investment Officer
- Dec 1, 2014J•••• B••••••• S••••• joined Schedule A of E•••••••• W••••• M••••••••• as Chief Compliance Officer
- Oct 30, 2014S•••••• M•••• C•••••••• (Chief Compliance Officer) no longer on Schedule A of E•••••••• W••••• M•••••••••
- May 23, 2014M•••••• S•••• v•• S••• (Principal) no longer on Schedule A of E•••••••• W••••• M•••••••••
- Oct 1, 2013L•••• D•••• E•••••• joined Schedule A of E•••••••• W••••• M••••••••• as Principal
- Apr 1, 2013S•••••• M•••• C•••••••• joined Schedule A of E•••••••• W••••• M••••••••• as Chief Compliance Officer
- Jan 1, 2013J••• D••••• M••••••• joined Schedule A of E•••••••• W••••• M••••••••• as President
- Mar 30, 2012E•••••••• W••••• M••••••••• first filed Form ADV (IA)First SEC adviser filingOrganizationFactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Classification history
- Sep 12, 2026Candidate (candidate, 50%, cls-1)no sworn venture fact yet (name or round mention only)
Evidence
98 observations from 2 sources