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.
C••••• L••• S••••••
- Designations
- CFPreportedcavuwm.comas printed on the bio page, Sep 16, 2026
- Years, as the firm states
- 24reportedcavuwm.com“She brings 24 years experience to the C••• W••••• M••••••••• team, helping her clients create investment strategies that are aligned with their goals.”
- Business email
- cseifert@cavuwm.comreportedcavuwm.comfirm site, Sep 16, 2026
- Direct business phone
- 208-255-2766reportedcavuwm.comfirm site, Sep 16, 2026
- Professional profile
- cavuwm.com/team/cheryl-seifertreportedcavuwm.comfirm site, Sep 16, 2026
- Professional profile
- linkedin.com/in/cheryl-l-seifert-cfp%C2%AE-37198b47reportedcavuwm.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••••••••• i••••••••• wealth currentsince Jan 4, 2019 · Kula, Hi
- C•••••• F•••••••• C••••••••• G••••• I••• formerJul 20, 2015 to Feb 28, 2020 · Sandpoint, Id
- I••••••••• F•••••••• G••••• L•• BD affiliatedJul 2, 2015 to Jul 15, 2015 · Sandpoint, Id
- D••• D••••••• • C•• i••••••••• wealthAug 20, 2008 to Feb 9, 2015 · Sandpoint, Id
- B••• O• A•••••• I••••••••• S•••••••• I••• unclassifiedMay 10, 2005 to Jun 17, 2005 · Fairfax, Ca
- T• A••••••••• I••• formerMay 19, 2003 to Nov 10, 2004 · Santa Rosa, Ca
- C•••••• S••••• • C••• I••• national BDJul 8, 1997 to May 22, 2003 · Santa Rosa, Ca
- C•••••• F•••••••• C••••••••• G••••• I••• to C••• W••••• M•••••••••left Feb 28, 2020, registered Jan 4, 2019 (-420 days) · RIA to RIA · moved with a team
- I••••••••• F•••••••• G••••• L•• to C•••••• F•••••••• C••••••••• G••••• I•••left Jul 15, 2015, registered Jul 20, 2015 (5 days) · Other
- D••• D••••••• • C•• to I••••••••• F•••••••• G••••• L••left Feb 9, 2015, registered Jul 2, 2015 (143 days) · Other
- B••• O• A•••••• I••••••••• S•••••••• I••• to D••• D••••••• • C••left Jun 17, 2005, registered Aug 20, 2008 (1160 days) · Other
- T• A••••••••• I••• to B••• O• A•••••• I••••••••• S•••••••• I•••left Nov 10, 2004, registered May 10, 2005 (181 days) · Other
- C•••••• S••••• • C••• I••• to T• A••••••••• I•••left May 22, 2003, registered May 19, 2003 (-3 days) · Affiliated broker-dealer or bank to a newly registered adviser
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
- 34derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address