DFX Intelligence

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.

Registered advisor

L•••• G• A•••••

A•••••••• W••••• M••••••••• L••independent RIAYardley, PaIA-onlyIAPD 2285474

Certified Financial Planner · Chartered Financial Analyst

Feed of 09/14/2026

At current firm

1 y

since May 26, 2025

In the industry

32 y

since Nov 18, 1993 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Chief Investment Officer, Financial Planner, Investment Committee Leadreportedattleborowealth.comfirm site, Sep 16, 2026
Designations: CFP, CFAreportedattleborowealth.comas printed on the bio page, Sep 16, 2026
Investment committee: “Chief Investment Officer, Financial Planner, Investment Committee Lead”reportedattleborowealth.comthe sentence on the bio page
Business email: lamodei@attleborowealth.comreportedattleborowealth.comfirm site, Sep 16, 2026
Professional profile: attleborowealth.com/team/lidia-amodeireportedattleborowealth.comfirm site, Sep 16, 2026
Professional profile: linkedin.com/in/lidia-amodei-cfp-cfareportedattleborowealth.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.

Registration history

IAPD current and previous registrations

A•••••••• W••••• M••••••••• L•• independent RIA current
since May 26, 2025 · Yardley, Pa
A•••••••• F•••• M••••••••• L•• asset manager
Dec 22, 2016 to Jan 31, 2024 · Wilmington, De
A•••••••• F•••• M••••••••• L•• asset manager
May 22, 2012 to Dec 31, 2014 · Charlotte, Nc
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Jun 23, 2004 to May 1, 2012 · Pennington, Nj
V••••••• A•••••••• I••• BD affiliated
Apr 23, 1997 to May 25, 2004 · Malvern, Pa

Moves

a registration end followed by a registration begin elsewhere

A•••••••• F•••• M••••••••• L•• to A•••••••• W••••• M••••••••• L••
left Jan 31, 2024, registered May 26, 2025 (481 days) · Other
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to A•••••••• F•••• M••••••••• L••
left May 1, 2012, registered May 22, 2012 (21 days) · Other
V••••••• A•••••••• I••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
left May 25, 2004, registered Jun 23, 2004 (29 days) · Other

Signals

L•••• G• A••••• left A•••••••• F•••• M••••••••• L•• for A•••••••• W••••• M••••••••• L•• (registered 2025-05-26)
Jan 31, 2024 · Advisor changed firm · fact

Transition signals

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.

Provenance

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