DFX Intelligence

Data Factory

RIA / WealthAdvisor42 years in industry

MICHAEL WILLIAM SHONE

Advisor at OPEROSE ADVISORS LLC

MILWAUKEE, WI

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:d28cbc8f-5142-fcfa-4f33-b13a7c8a6a33

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:01 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Feb 7, 2002 to Sep 14, 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: OPEROSE ADVISORS LLC
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: Dec 6, 1983earliest registration or exam on IAPD
Years in industry: 42derivedfrom 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
First exam: Dec 6, 1983
First registration: Feb 7, 2002
Dual registered: no
IAPD individual key: 732323

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
OPEROSE ADVISORS LLC	Independent wealth	Jun 5, 2025	n/a	yes	MILWAUKEE, WI	Current employment
CLARITI WEALTH ADVISORS	Independent wealth	Jan 6, 2022	Jun 30, 2023	no	Chadds Ford, PA\|WILMINGTON, DE\|Marco Island, FL	Previous registration
WHARTON EQUITY CORPORATION	n/a	Jan 3, 2005	Jul 16, 2007	no	WEST CHESTER, PA	Previous registration
MARQUETTE ASSOCIATES, INC.	Institutional manager	Feb 7, 2002	Feb 9, 2022	no	WEST CHESTER, 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
CLARITI WEALTH ADVISORS	OPEROSE ADVISORS LLC	Jun 30, 2023	Jun 5, 2025	706	Firm change after gap	RIA to RIA
MARQUETTE ASSOCIATES, INC.	WHARTON EQUITY CORPORATION	Feb 9, 2022	Jan 3, 2005	-6,246	Firm change after gap	Other
WHARTON EQUITY CORPORATION	CLARITI WEALTH ADVISORS	Jul 16, 2007	Jan 6, 2022	5,288	Firm change after gap	Other

Relationships

Registered with (4)

→ OPEROSE ADVISORS LLCRegistered adviserregistration: current employment
Jun 5, 2025 to presentfactForm ADV
→ CLARITI WEALTH ADVISORSRegistered adviserregistration: previous registration
Jan 6, 2022 to Jun 30, 2023factForm ADV
→ MARQUETTE ASSOCIATES, INC.Registered adviserregistration: previous registration
Feb 7, 2002 to Feb 9, 2022factForm ADV
→ WHARTON EQUITY CORPORATIONRegistered adviserregistration: previous registration
Jan 3, 2005 to Jul 16, 2007factForm ADV

Dated events

Occurred
Jun 30, 2023
Advisor changed firm
Michael William Shone left Clariti Wealth Advisors for Operose Advisors Llc (registered 2025-06-05)
Form ADVobserved 6 days ago
Occurred
Feb 9, 2022
Advisor changed firm
Michael William Shone left Marquette Associates, Inc. for Wharton Equity Corporation (registered 2005-01-03)
Form ADVobserved 6 days ago