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RIA / WealthAdvisordual registered (broker-dealer)16 years in industry

Michael Martin Mirich

Advisor at REALTA INVESTMENT ADVISORS, INC

ESCONDIDO, CA | WILMINGTON, DE

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0ed687ed-4150-d190-9b83-4524e635e173

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:35 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Aug 29, 2013 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: REALTA INVESTMENT ADVISORS, INC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 6, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Feb 6, 2010
First registration: Aug 29, 2013
Dual registered: yes, broker-dealer
IAPD individual key: 1979328

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
REALTA INVESTMENT ADVISORS, INC	Bd affiliated wealth	Jan 1, 2025	n/a	yes	WILMINGTON, DE\|ESCONDIDO, CA	Current employment
ARETE WEALTH ADVISORS, LLC	Bd affiliated wealth	Mar 31, 2023	Dec 22, 2023	no	CHICAGO, IL\|Escondido, CA	Previous registration
CENTER STREET ADVISORS, INC.	Former SEC adviser	Jan 7, 2015	Jun 22, 2023	no	ESCONDIDO, CA\|NASHVILLE, TN	Previous registration
GRADIENT ADVISORS, LLC	Independent wealth	Aug 29, 2013	Dec 31, 2014	no	SAN DIEGO, CA\|ARDEN HILLS, MN\|ESCONDIDO, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ARETE WEALTH ADVISORS, LLC	REALTA INVESTMENT ADVISORS, INC	Dec 22, 2023	Jan 1, 2025	376	Firm change	Ibd to ibd
CENTER STREET ADVISORS, INC.	ARETE WEALTH ADVISORS, LLC	Jun 22, 2023	Mar 31, 2023	-83	Firm change after gap	RIA to ibd
GRADIENT ADVISORS, LLC	CENTER STREET ADVISORS, INC.	Dec 31, 2014	Jan 7, 2015	7	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
169329:145488:TN:2023-06-13	Jun 22, 2023	Mar 31, 2023	NASHVILLE, TN	Firm change after gap

Relationships

Registered with (4)

→ REALTA INVESTMENT ADVISORS, INCRegistered adviserregistration: current employment
Jan 1, 2025 to presentfactForm ADV
→ ARETE WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Mar 31, 2023 to Dec 22, 2023factForm ADV
→ CENTER STREET ADVISORS, INC.Registered adviserregistration: previous registration
Jan 7, 2015 to Jun 22, 2023factForm ADV
→ GRADIENT ADVISORS, LLCRegistered adviserregistration: previous registration
Aug 29, 2013 to Dec 31, 2014factForm ADV

Dated events

Occurred
Dec 22, 2023
Advisor changed firm
Michael Martin Mirich left Arete Wealth Advisors, Llc for Realta Investment Advisors, Inc (registered 2025-01-01)
Form ADVobserved 6 days ago
Occurred
Jun 22, 2023
Advisor changed firm
Michael Martin Mirich left Center Street Advisors, Inc. for Arete Wealth Advisors, Llc (registered 2023-03-31)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0ed687ed-4150-d190-9b83-4524e635e173
First observed: Aug 29, 2013
Last observed: Sep 15, 2026 6 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Michael Martin Mirich

Advisor at REALTA INVESTMENT ADVISORS, INC

ESCONDIDO, CA | WILMINGTON, DE

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0ed687ed-4150-d190-9b83-4524e635e173

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:35 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

REALTA INVESTMENT ADVISORS, INC

Bd affiliated wealth

Jan 1, 2025

n/a

yes

WILMINGTON, DE|ESCONDIDO, CA

Current employment

ARETE WEALTH ADVISORS, LLC

Bd affiliated wealth

Mar 31, 2023

Dec 22, 2023

CHICAGO, IL|Escondido, CA

Previous registration

CENTER STREET ADVISORS, INC.

Former SEC adviser

Jan 7, 2015

Jun 22, 2023

ESCONDIDO, CA|NASHVILLE, TN

Previous registration

GRADIENT ADVISORS, LLC

Independent wealth

Aug 29, 2013

Dec 31, 2014

SAN DIEGO, CA|ARDEN HILLS, MN|ESCONDIDO, CA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

ARETE WEALTH ADVISORS, LLC

REALTA INVESTMENT ADVISORS, INC

Dec 22, 2023

Jan 1, 2025

376

Firm change

Ibd to ibd

CENTER STREET ADVISORS, INC.

ARETE WEALTH ADVISORS, LLC

Jun 22, 2023

Mar 31, 2023

-83

Firm change after gap

RIA to ibd

GRADIENT ADVISORS, LLC

CENTER STREET ADVISORS, INC.

Dec 31, 2014

Jan 7, 2015

Firm change

Other

Team

Left

Joined

From

Kind

169329:145488:TN:2023-06-13

Jun 22, 2023

Mar 31, 2023

NASHVILLE, TN

Firm change after gap