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.
William Jason Stordahl
- Title
- Chief Compliance Officer andreportedstordahlaerospaceresources.comfirm site, Sep 15, 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.
- Stordahl Capital Management, Inc. independent RIA currentsince Jul 3, 2017 · Greenwood Village, Co
- Stordahl Capital Management, Inc. independent RIAJun 13, 2017 to Jun 14, 2017 · Greenwood Village, Co
- Wells Fargo Advisors wirehouseOct 2, 2009 to Jul 5, 2017 · Greenwood Village, Co
- Wells Fargo Advisors wirehouseJan 1, 2008 to Oct 5, 2009 · Denver, Co
- A. G. Edwards & Sons, Inc. unclassifiedJan 1, 1999 to Jan 1, 2008 · Denver, Co
- Wells Fargo Advisors to Stordahl Capital Management, Inc.left Jul 5, 2017, registered Jun 13, 2017 (-22 days) · Wirehouse to a newly registered adviser (no RAUM reported yet)
- Wells Fargo Advisors to Wells Fargo Advisorsleft Oct 5, 2009, registered Oct 2, 2009 (-3 days) · channel change inside one enterprise, not a move
- A. G. Edwards & Sons, Inc. to Wells Fargo Advisorsleft Jan 1, 2008, registered Jan 1, 2008 (0 days) · corporate re-registration, not a move
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