DFX Intelligence

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.

Registered advisor

Rosemary Soto Wright

Whitwell Advisorsindependent RIABee Cave, Tx IA-onlyIAPD 1728693

Certified Financial Planner

Feed of 09/14/2026

Also filed as Rosemary L Soto

At current firm

1 y

since Jan 6, 2025

In the industry

38 y

since Nov 6, 1987 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Director of Planning and Senior Wealth Advisorreportedwhitwelladvisors.comfirm site, Sep 16, 2026
Designations: CFPreportedwhitwelladvisors.comas printed on the bio page, Sep 16, 2026
Professional profile: whitwelladvisors.com/team/rosemary-wrightreportedwhitwelladvisors.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.

Registration history

IAPD current and previous registrations

Whitwell Advisors independent RIA current
since Jan 6, 2025 · Bee Cave, Tx
Compound Planning, Inc. independent RIA
Jul 10, 2022 to Jan 3, 2025 · New York, Ny
Belpointe Asset Management LLC independent RIA
Mar 16, 2021 to Jul 25, 2022 · Reno, Nv
National Wealth Partners LLC unclassified
May 22, 2019 to Apr 29, 2021 · Las Vegas, Nv
Piascik Advisors, Inc unclassified
Feb 3, 2005 to Mar 21, 2005 · Glen Allen, Va
Wells Fargo Advisors wirehouse
Jun 8, 2000 to Sep 17, 2004 · Richmond, Va

Moves

a registration end followed by a registration begin elsewhere

Compound Planning, Inc. to Whitwell Advisors
left Jan 3, 2025, registered Jan 6, 2025 (3 days) · RIA to RIA
Belpointe Asset Management LLC to Compound Planning, Inc.
left Jul 25, 2022, registered Jul 10, 2022 (-15 days) · RIA to RIA
National Wealth Partners LLC to Belpointe Asset Management LLC
left Apr 29, 2021, registered Mar 16, 2021 (-44 days) · Other
Piascik Advisors, Inc to National Wealth Partners LLC
left Mar 21, 2005, registered May 22, 2019 (5175 days) · Other
Wells Fargo Advisors to Piascik Advisors, Inc
left Sep 17, 2004, registered Feb 3, 2005 (139 days) · Other

Signals

Rosemary Soto Wright left Compound Planning, Inc. for Whitwell Advisors (registered 2025-01-06)
Jan 3, 2025 · Advisor changed firm · fact
Rosemary Soto Wright left Belpointe Asset Management Llc for Compound Planning, Inc. (registered 2022-07-10)
Jul 25, 2022 · Advisor changed firm · fact

Transition signals

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.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 38derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address