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.
David Michael Suchland
- Business email
- dave.suchland@wealthbridgecm.comreportedwealthbridgecm.comfirm site, Sep 15, 2026
- Professional profile
- linkedin.com/in/dave-suchland-crpc-aaaa632reportedwealthbridgecm.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.
- Wealthbridge Capital Management, LLC independent RIA currentsince Jul 18, 2024 · Westerville, Oh
- The Joseph Group Capital Management independent RIAJan 7, 2013 to Jul 2, 2024 · Columbus, Oh
- Sunset Financial Services, Inc. formerJan 12, 2011 to May 2, 2012 · Columbus, Oh
- Manning & Napier Advisory Advantage Company, LLC formerSep 22, 2005 to Jan 22, 2010 · Fairport, Ny
- J.P. Morgan Asset Management unclassifiedMay 21, 2004 to Sep 27, 2005 · Columbus, Oh
- The Joseph Group Capital Management to Wealthbridge Capital Management, LLCleft Jul 2, 2024, registered Jul 18, 2024 (16 days) · RIA to RIA
- Sunset Financial Services, Inc. to The Joseph Group Capital Managementleft May 2, 2012, registered Jan 7, 2013 (250 days) · Other
- Manning & Napier Advisory Advantage Company, LLC to Sunset Financial Services, Inc.left Jan 22, 2010, registered Jan 12, 2011 (355 days) · Other
- J.P. Morgan Asset Management to Manning & Napier Advisory Advantage Company, LLCleft Sep 27, 2005, registered Sep 22, 2005 (-5 days) · Other
- David Michael Suchland left The Joseph Group Capital Management for Wealthbridge Capital Management, Llc (registered 2024-07-18)Jul 2, 2024 · 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
- 29derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address