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.
B•••••• R•• W••••
- Business email
- wurts@pfaretire.comreportedpfaretirebw.comfirm site, Sep 15, 2026
- p••••••••• profile url
- linkedin.com/in/bernie-wurts-cfpreportedpfaretirebw.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.
- P••••••••• F•••••••• A•••••••• L•• independent RIA currentsince May 19, 2015 · North Platte, Ne
- S•••••••• F••••••••• I••• formerApr 16, 2010 to Nov 30, 2015 · Overland Park, Ks
- S••••••••• S••••••••• I••• unclassifiedMar 18, 2003 to Jul 2, 2003 · Overland Park, Ks
- P••••••••• F•••••••• A•••••••• L•• unclassifiedFeb 13, 2003 to Oct 1, 2010 · North Platte, Ne
- F•• S••••••••• C••••••••• formerDec 1, 1998 to Dec 31, 2002 · Overland Park, Ks
- S•••••••• F••••••••• I••• to P••••••••• F•••••••• A•••••••• L••left Nov 30, 2015, registered May 19, 2015 (-195 days) · Other
- P••••••••• F•••••••• A•••••••• L•• to S••••••••• S••••••••• I•••left Oct 1, 2010, registered Mar 18, 2003 (-2754 days) · Other
- S••••••••• S••••••••• I••• to S•••••••• F••••••••• I•••left Jul 2, 2003, registered Apr 16, 2010 (2480 days) · Other
- F•• S••••••••• C••••••••• to P••••••••• F•••••••• A•••••••• L••left Dec 31, 2002, registered Feb 13, 2003 (44 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
- 31derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address