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.

Registered advisor

Peter Wade Lowden

Syon Capital LLCindependent RIASan Francisco, CaIA-onlyIAPD 2458080

Chartered Financial Analyst

Feed of 09/14/2026

Also filed as Peter Lowden

At current firm

2 y

since Apr 18, 2024

In the industry

32 y

since Feb 4, 1994 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Syon Capital LLC independent RIA current
since Apr 18, 2024 · San Francisco, Ca
Composition Wealth, LLC independent RIA
Nov 1, 2022 to Jan 26, 2024 · Sausalito, Ca
Karp Capital Management Corporation former
Mar 7, 2022 to Dec 31, 2022 · Sausalito, Ca
Prime Meridian Capital Management, LLC asset manager
Aug 15, 2017 to Jan 14, 2022 · Walnut Creek, Ca
The Enrichment Group, Inc. former
Apr 13, 2012 to Sep 4, 2015 · Miami, Fl
Ascentia Capital Partners, LLC former
Nov 24, 2008 to Dec 31, 2008 · Reno, Nv
Ascentia Capital Partners, LLC former
Mar 9, 2007 to Dec 31, 2007 · Reno, Nv
Sierra Nevada Investment Management unclassified
Nov 9, 2000 to Jul 31, 2003 · Reno, Nv
Schultz Financial Group Incorporated independent RIA
Mar 10, 2000 to Feb 9, 2007 · Reno, Nv

Moves

a registration end followed by a registration begin elsewhere

Composition Wealth, LLC to Syon Capital LLC
left Jan 26, 2024, registered Apr 18, 2024 (83 days) · RIA to RIA
Karp Capital Management Corporation to Composition Wealth, LLC
left Dec 31, 2022, registered Nov 1, 2022 (-60 days) · RIA to RIA · moved with a team
Prime Meridian Capital Management, LLC to Karp Capital Management Corporation
left Jan 14, 2022, registered Mar 7, 2022 (52 days) · Other
The Enrichment Group, Inc. to Prime Meridian Capital Management, LLC
left Sep 4, 2015, registered Aug 15, 2017 (711 days) · Other
Ascentia Capital Partners, LLC to The Enrichment Group, Inc.
left Dec 31, 2008, registered Apr 13, 2012 (1199 days) · Other
Schultz Financial Group Incorporated to Sierra Nevada Investment Management
left Feb 9, 2007, registered Nov 9, 2000 (-2283 days) · Other
Sierra Nevada Investment Management to Ascentia Capital Partners, LLC
left Jul 31, 2003, registered Mar 9, 2007 (1317 days) · Other

Signals

Peter Wade Lowden left Composition Wealth, Llc for Syon Capital Llc (registered 2024-04-18)
Jan 26, 2024 · Advisor changed firm · fact
Peter Wade Lowden left Karp Capital Management Corporation for Composition Wealth, Llc (registered 2022-11-01)
Dec 31, 2022 · Advisor changed firm · fact
Peter Wade Lowden left Prime Meridian Capital Management, Llc for Karp Capital Management Corporation (registered 2022-03-07)
Jan 14, 2022 · 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