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RIA / WealthAdvisor9 years in industry

WILEY CYRUS BELKNAP

Advisor at COMPOUND PLANNING, INC.

Aliquippa, PA | NEW YORK, NY

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Search this name across graphsid dfx:ria:429695a9-2b81-edda-decc-38e94c9ba896

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:24 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Jan 11, 2019 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: COMPOUND PLANNING, INC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 1, 2016earliest registration or exam on IAPD
Years in industry: 9derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 5
Exams: S66
First exam: Jan 7, 2019
First registration: Jan 11, 2019
Dual registered: no
IAPD individual key: 6918773

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
COMPOUND PLANNING, INC.	Independent wealth	Jan 22, 2025	n/a	yes	Aliquippa, PA\|NEW YORK, NY	Current employment
MOTLEY FOOL WEALTH MANAGEMENT, LLC	Independent wealth	Apr 4, 2022	Feb 12, 2025	no	ALEXANDRIA, VA\|Alquippa, PA	Previous registration
UNITED CAPITAL FINANCIAL ADVISORS	Independent wealth	Dec 23, 2020	Mar 31, 2022	no	CANONSBURG, PA	Previous registration
GOLDMAN SACHS WEALTH SERVICES, L.P.	Bd affiliated wealth	Jan 11, 2019	Dec 23, 2020	no	CANONSBURG, PA	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
MOTLEY FOOL WEALTH MANAGEMENT, LLC	COMPOUND PLANNING, INC.	Feb 12, 2025	Jan 22, 2025	-21	Firm change	RIA to RIA
UNITED CAPITAL FINANCIAL ADVISORS	MOTLEY FOOL WEALTH MANAGEMENT, LLC	Mar 31, 2022	Apr 4, 2022	4	Firm change	Ibd to RIA
GOLDMAN SACHS WEALTH SERVICES, L.P.	UNITED CAPITAL FINANCIAL ADVISORS	Dec 23, 2020	Dec 23, 2020	0	Firm change	Ibd to ibd

Relationships

Registered with (4)

→ COMPOUND PLANNING, INC.Registered adviserregistration: current employment
Jan 22, 2025 to presentfactForm ADV
→ MOTLEY FOOL WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Apr 4, 2022 to Feb 12, 2025factForm ADV
→ UNITED CAPITAL FINANCIAL ADVISORSRegistered adviserregistration: previous registration
Dec 23, 2020 to Mar 31, 2022factForm ADV
→ GOLDMAN SACHS WEALTH SERVICES, L.P.Registered adviserregistration: previous registration
Jan 11, 2019 to Dec 23, 2020factForm ADV

Dated events

Occurred
Feb 12, 2025
Advisor changed firm
Wiley Cyrus Belknap left Motley Fool Wealth Management, Llc for Compound Planning, Inc. (registered 2025-01-22)
Form ADVobserved 6 days ago
Occurred
Mar 31, 2022
Advisor changed firm
Wiley Cyrus Belknap left United Capital Financial Advisors for Motley Fool Wealth Management, Llc (registered 2022-04-04)
Form ADVobserved 6 days ago