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 Advisorreportedstraitandsound.comfirm site, Sep 15, 2026
- Years, as the firm states
- 25reportedstraitandsound.com“Over the course of his 25+ years in financial services, he has seen the highs and the lows of this industry.”
- Professional profile
- straitandsound.com/team/daniel-wureportedstraitandsound.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.
- S••••• • S•••• independent RIA currentsince May 3, 2022 · Burlingame, Ca
- P••• C•••••• W••••• M••••••••• L•• state registered currentsince Feb 8, 2018 · South San Francisco, Ca
- P••• L•••••• L•• state registered currentsince Jan 15, 2016 · San Francisco, Ca
- G•• C•••••• M••••••••• L•• formerFeb 25, 2019 to Dec 14, 2022 · Burlingame, Ca
- P• G••••• W••••• M••••••••• I••• unclassifiedNov 18, 2016 to Oct 11, 2022 · Bellevue, Wa
- P••• C•••••• W••••• M••••••••• L•• state registeredSep 23, 2016 to Dec 31, 2017 · San Francisco, Ca
- O••••• L•• unclassifiedJul 8, 2016 to Oct 16, 2017 · San Francisco, Ca
- G•• C•••••• M••••••••• L•• formerSep 12, 2005 to Dec 31, 2018 · San Ramon, Ca
- G•• C•••••• M••••••••• L•• to S••••• • S••••left Dec 14, 2022, registered May 3, 2022 (-225 days) · RIA to RIA
- P• G••••• W••••• M••••••••• I••• to P••• C•••••• W••••• M••••••••• L••left Oct 11, 2022, registered Feb 8, 2018 (-1706 days) · Other
- G•• C•••••• M••••••••• L•• to P••• L•••••• L••left Dec 31, 2018, registered Jan 15, 2016 (-1081 days) · RIA to a state-registered adviser
- P••• C•••••• W••••• M••••••••• L•• to P• G••••• W••••• M••••••••• I•••left Dec 31, 2017, registered Nov 18, 2016 (-408 days) · Other
- O••••• L•• to P••• C•••••• W••••• M••••••••• L••left Oct 16, 2017, registered Sep 23, 2016 (-388 days) · Other
- D••••• W• left G•• C•••••• M••••••••• L•• for S••••• • S•••• (registered 2022-05-03)Dec 14, 2022 · Advisor changed firm · fact
- D••••• W• left P• G••••• W••••• M••••••••• I••• for P••• C•••••• W••••• M••••••••• L•• (registered 2018-02-08)Oct 11, 2022 · 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
- STATE REGISTEREDderived
- Years in industry
- 30derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address