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.
D•••• A•••• J••••••
- Title
- Job Title President | Founderreporteddelmarwealthmanagement.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.
- D•• M•• W••••• M••••••••• I•• independent RIA currentsince Apr 27, 2015 · Del Mar, Ca
- C•••••• W••••• M••••••••• formerOct 18, 2013 to May 12, 2016 · San Diego, Ca
- H••••••••• L•• formerSep 25, 2006 to Nov 16, 2013 · San Diego, Ca
- M•• A••••••• F•••••••• M••••••••• I••• formerMay 4, 2004 to Oct 21, 2008 · San Diego, Ca
- H••••••••• unclassifiedMay 20, 2003 to Sep 13, 2006 · San Diego, Ca
- F•• A•••••••• I••• asset managerFeb 10, 1998 to May 4, 2004 · San Diego, Ca
- C•••••• W••••• M••••••••• to D•• M•• W••••• M••••••••• I••left May 12, 2016, registered Apr 27, 2015 (-381 days) · Other
- H••••••••• L•• to C•••••• W••••• M•••••••••left Nov 16, 2013, registered Oct 18, 2013 (-29 days) · Other
- M•• A••••••• F•••••••• M••••••••• I••• to H••••••••• L••left Oct 21, 2008, registered Sep 25, 2006 (-757 days) · Other
- H••••••••• to M•• A••••••• F•••••••• M••••••••• I•••left Sep 13, 2006, registered May 4, 2004 (-862 days) · Other
- F•• A•••••••• I••• to H•••••••••left May 4, 2004, registered May 20, 2003 (-350 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
- 34derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address