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.

Current firm

IWEALTH

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

Jun 11, 1987earliest registration or exam on IAPD

Years in industry

39derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S63

First exam

Jun 11, 1987

First registration

Dec 19, 2013

Dual registered

yes, broker-dealer

IAPD individual key

1549711

• Occurred

  Aug 3, 2023
  Advisor changed firm

  Gary Frank Guentzel left Triad Advisors, Llc for Iwealth (registered 2025-02-25)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d4f38fbf-0ae4-ce2a-0c0c-d1a53233b371

First observed

Dec 19, 2013

Last observed

Sep 14, 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.