RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
A•••• R•• M•••••••••
- Title
- Principal, Senior Advisor & Portfolio Managerreportedcareformywealth.comfirm site, Sep 16, 2026
- Professional profile
- careformywealth.com/team/allen-montgomeryreportedcareformywealth.comfirm site, Sep 16, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- C••••••• W••••• M••••••••• C•••• independent RIA currentsince Jan 2, 2025 · Lakeland, Fl
- C••••••••• S••••••••• L•• independent RIAJul 13, 2012 to May 1, 2013 · Lakeland, Fl
- B••••••••• I••••••••• A••••••• S••••••• formerSep 28, 2006 to Jun 20, 2012 · Lakeland, Fl
- C••••• A•••••• N••••••• L•• formerNov 16, 2005 to Sep 18, 2006 · El Segundo, Ca
- B••• V••• S••••••••• L•• unclassifiedOct 30, 2000 to Dec 1, 2005 · Lakeland, Fl
- C••••••••• S••••••••• L•• to C••••••• W••••• M••••••••• C••••left May 1, 2013, registered Jan 2, 2025 (4264 days) · RIA to RIA
- B••••••••• I••••••••• A••••••• S••••••• to C••••••••• S••••••••• L••left Jun 20, 2012, registered Jul 13, 2012 (23 days) · Other
- C••••• A•••••• N••••••• L•• to B••••••••• I••••••••• A••••••• S•••••••left Sep 18, 2006, registered Sep 28, 2006 (10 days) · Other
- B••• V••• S••••••••• L•• to C••••• A•••••• N••••••• L••left Dec 1, 2005, registered Nov 16, 2005 (-15 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 39derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address