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.
E•••••••• G• S••••••••
- Title
- Chief Executive Officer, W••••••• E••••••••• N••••••reportedwhealthyempowermentnetwork.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••••••• E••••••••• N•••••• i••••••••• wealth currentsince Mar 21, 2025 · Kildeer, Il
- M•••••• I••••••••• i••••••••• wealthMar 1, 2022 to Apr 2, 2025 · Plover, Wi
- A••••••••• L•• formerSep 17, 2018 to Mar 30, 2022 · Plover, Wi
- C••••••••• W••••• A•••••••• L•• BD affiliatedFeb 27, 2012 to Jun 25, 2018 · Stevens Point, Wi
- C•••••• G•••••••• W••••• A••••••• formerOct 8, 2001 to Feb 27, 2012 · Stevens Point, Wi
- M•••••• I••••••••• to W••••••• E••••••••• N••••••left Apr 2, 2025, registered Mar 21, 2025 (-12 days) · RIA to RIA
- A••••••••• L•• to M•••••• I•••••••••left Mar 30, 2022, registered Mar 1, 2022 (-29 days) · corporate re-registration, not a move
- C••••••••• W••••• A•••••••• L•• to A••••••••• L••left Jun 25, 2018, registered Sep 17, 2018 (84 days) · Affiliated broker-dealer or bank to independent RIA
- C•••••• G•••••••• W••••• A••••••• to C••••••••• W••••• A•••••••• L••left Feb 27, 2012, registered Feb 27, 2012 (0 days) · Other
- E•••••••• G• S•••••••• left M•••••• I••••••••• for W••••••• E••••••••• N•••••• (registered 2025-03-21)Apr 2, 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
- Independent wealth managerderived
- Years in industry
- 31derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address