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.
- Title
- Senior Wealth Advisor, Shareholderreportedhbwealth.comfirm site, Sep 15, 2026
- Investment committee
- “He is a member of the firm’s Private Investment Committee.”reportedhbwealth.comthe sentence on the bio page
- Years, as the firm states
- 30reportedhbwealth.com“Nate has over 30 years of experience in the financial services industry.”
- Professional profile
- hbwealth.com/meet-the-team/nate-allenreportedhbwealth.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.
- W•• P•••••••• L•• former currentsince Aug 4, 2025 · Towson, Md
- H• W••••• independent RIA currentsince Jan 29, 2025 · Atlanta, Ga
- W•• P•••••••• L•• formerNov 13, 2018 to Jun 27, 2025 · Towson, Md
- W•••••• C•••••• M••••••••• unclassifiedJun 6, 2017 to Jul 16, 2018 · Stamford, Ct
- A••• S••••• I••••••••• L•• formerAug 10, 2012 to Jun 8, 2017 · Greenwich, Ct
- D••••••• B••• S••••••••• I••• no RAUMAug 31, 2006 to Aug 21, 2012 · Greenwich, Ct
- U•• F•••••••• S••••••• I••• wirehouseJan 29, 2003 to Sep 12, 2006 · Stamford, Ct
- W•• P•••••••• L•• to H• W•••••left Jun 27, 2025, registered Jan 29, 2025 (-149 days) · Other
- W•••••• C•••••• M••••••••• to W•• P•••••••• L••left Jul 16, 2018, registered Nov 13, 2018 (120 days) · Other
- A••• S••••• I••••••••• L•• to W•••••• C•••••• M•••••••••left Jun 8, 2017, registered Jun 6, 2017 (-2 days) · Other
- D••••••• B••• S••••••••• I••• to A••• S••••• I••••••••• L••left Aug 21, 2012, registered Aug 10, 2012 (-11 days) · Other
- U•• F•••••••• S••••••• I••• to D••••••• B••• S••••••••• I•••left Sep 12, 2006, registered Aug 31, 2006 (-12 days) · Other
- N••••• R••••••••• A••••, registered through W•• P•••••••• L•• (Atlanta, GA), is a direct owner of Summation Capital Management, L.P., an adviser first registered 2026-03-04; in 2023-2025, 148 of 187 such owners registered at this class of firm moved to the new adviser within a year, median 88 days after the filingMar 4, 2026 · Owner of a newly registered adviser · fact
- N••••• R••••••••• A•••• left W•• P•••••••• L•• for H• W••••• (registered 2025-01-29)Jun 27, 2025 · Advisor changed firm · fact
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
- Former SEC-registered adviserderived
- Years in industry
- 28derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address