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.
Michael James Reilly
- Title
- Founder of Asset Wise Analyticsreportedassetwisewealth.comfirm site, Sep 16, 2026
- Business email
- m.reilly@assetwisewealth.comreportedassetwisewealth.comfirm site, Sep 16, 2026
- Professional profile
- assetwisewealth.com/team/michael-reillyreportedassetwisewealth.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.
- Mint Asset Management LLC independent RIA currentsince Apr 15, 2024 · New York, Ny
- Avalon state registeredJan 4, 2016 to Sep 23, 2024 · Avon, Ct
- Unified Wealth Management, LLC formerJun 4, 2009 to Dec 22, 2009 · Avon, Ct
- LPL Financial LLC BD affiliatedJan 26, 2009 to Jan 4, 2016 · Avon, Ct
- Securities America Advisors, Inc. formerJan 25, 1999 to May 26, 2009 · Avon, Ct
- Avalon to Mint Asset Management LLCleft Sep 23, 2024, registered Apr 15, 2024 (-161 days) · Other
- LPL Financial LLC to Unified Wealth Management, LLCleft Jan 4, 2016, registered Jun 4, 2009 (-2405 days) · Other
- Unified Wealth Management, LLC to Avalonleft Dec 22, 2009, registered Jan 4, 2016 (2204 days) · Other
- Securities America Advisors, Inc. to LPL Financial LLCleft May 26, 2009, registered Jan 26, 2009 (-120 days) · Other
- Michael James Reilly left Avalon for Mint Asset Management Llc (registered 2024-04-15)Sep 23, 2024 · Advisor changed firm · fact
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
- 32derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address