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.
John Matthew Bussel
- Title
- Principal, Chief Investment Officerreportedteamhewins.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.
- Team Hewins, LLC independent RIA currentsince May 29, 2018 · Foster City, Ca
- Wipfli Financial Advisors, LLC formerApr 14, 2003 to Jun 1, 2018 · Miami, Fl
- Bussel Asset Management, LLC unclassifiedDec 5, 2002 to Dec 6, 2004 · Miami, Fl
- Wipfli Financial Advisors, LLC to Team Hewins, LLCleft Jun 1, 2018, registered May 29, 2018 (-3 days) · RIA to a newly registered adviser · moved with a team
- Bussel Asset Management, LLC to Wipfli Financial Advisors, LLCleft Dec 6, 2004, registered Apr 14, 2003 (-602 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
- 29derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address