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.
R•••••• S•••• L•••••
- Title
- Financial Planning Director, Financial Advisor, Investment Advisor Representativereportedwestpointwealth.comfirm site, Sep 16, 2026
- Professional profile
- linkedin.com/in/r-scott-louden-43a16ab2reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026
- Professional profile
- linkedin.com/in/r-scott-louden-43a16ab2reportedwestpointwealth.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.
- W•••••••• W••••• M••••••••• L•• independent RIA currentsince Oct 14, 2020 · Berea, Oh
- A••• W••••• M••••••••• L•• state registeredJan 10, 2020 to Nov 3, 2020 · Berea, Oh
- M•• I•••••••• S•••••••• L•• BD affiliatedSep 13, 2016 to Oct 3, 2019 · Pittsburgh, Pa
- A••••••• A••••••• S••••••• formerFeb 5, 2014 to Dec 1, 2015 · Lincoln, Ne
- N•• E•••••• S••••••••• C••••••••• formerMar 25, 2005 to Jan 8, 2014 · Highland Hills, Oh
- A••• W••••• M••••••••• L•• to W•••••••• W••••• M••••••••• L••left Nov 3, 2020, registered Oct 14, 2020 (-20 days) · Other · moved with a team
- M•• I•••••••• S•••••••• L•• to A••• W••••• M••••••••• L••left Oct 3, 2019, registered Jan 10, 2020 (99 days) · Affiliated broker-dealer or bank to a state-registered adviser
- A••••••• A••••••• S••••••• to M•• I•••••••• S•••••••• L••left Dec 1, 2015, registered Sep 13, 2016 (287 days) · Other
- N•• E•••••• S••••••••• C••••••••• to A••••••• A••••••• S•••••••left Jan 8, 2014, registered Feb 5, 2014 (28 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
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address