WGI DM, LLC

CRD 334219File 801-131865

APPROVED

Custody

Filing as of Mar 27, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$7.78B

Top 10% of cohort (national)

Discretionary AUM

$7.78B

Clients

33 accounts

Employees

Top 25% of cohort in MA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: BRO
Registration date: Jan 21, 2025
Principal office: ONE FINANCIAL CENTER, SUITE 1620, BOSTON, MA, 02111
Phone: 617-428-4040
Website: Not reported

Assets & accounts

ADV Item 5F

Total regulatory AUM: $7.78B
Discretionary AUM: $7.78B
Non-discretionary AUM: $0
Discretionary accounts: 33
Non-discretionary accounts: 0
Total accounts: 33
AUM per client: $864.3M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$536.6M
Non-U.S. persons	Fewer than 5	$317.4M
Charitable organizations	Fewer than 5	$2.08B
Pooled investment vehicles	3	$1.69B
Pension and profit sharing plans	6	$840.9M
State or municipal government entities	Fewer than 5	$1.58B

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Portfolio management for businesses
Portfolio management for pooled investment vehicles
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 17, 2026	Clients	24	9
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.