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.
Aleda Sedgwick Kresge
- Professional profile
- linkedin.com/in/aleda-kresge-a92bb216reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 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.
- Western Wealth Management LLC independent RIA currentsince Jun 22, 2016 · Frisco, Co
- Western Wealth Management LLC formerFeb 2, 2015 to Jun 22, 2016 · Frisco, Co
- Veravest Investment Advisors, Inc. unclassifiedJan 1, 1999 to Nov 24, 2003 · Frisco, Co
- Western Wealth Management LLC to Western Wealth Management LLCleft Jun 22, 2016, registered Jun 22, 2016 (0 days) · corporate re-registration, not a move
- Veravest Investment Advisors, Inc. to Western Wealth Management LLCleft Nov 24, 2003, registered Feb 2, 2015 (4088 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
- 36derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address