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.
W•••••• M•••••• A•••••
- V•••••• A•••••••• I••• BD affiliated currentsince Apr 28, 2010 · Fort Wright, Ky
- W• W••••• A•••••••• L•• state registeredJan 26, 2026 to Feb 9, 2026 · Akron, Oh
- F•••• O• S••••••• L•• unclassifiedJun 3, 2010 to Dec 23, 2025 · Ft. Mitchell, Ky
- W• W••••• A•••••••• L•• to no registered destinationleft Feb 9, 2026 · Departure, no registered destination
- F•••• O• S••••••• L•• to W• W••••• A•••••••• L••left Dec 23, 2025, registered Jan 26, 2026 (34 days) · Other · moved with a team
- William Michael Arthur no longer registered at W3 Wealth Advisors, Llc; no later IA registration on IAPDFeb 9, 2026 · Advisor departure · fact
- William Michael Arthur left Focus On Success, Llc for W3 Wealth Advisors, Llc (registered 2026-01-26)Dec 23, 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address