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.
M•••••• W•••••• A••••••
- Business email
- mandreas@reawealth.comreportedreawealth.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.
- R•• W••••• M••••••••• independent RIA currentsince Jun 27, 2017 · Dublin, Oh
- C••••••••• F•••••••• N•••••• national BD currentsince Jun 23, 2017 · Lima, Oh
- J••• M••••• I••••••••• M••••••••• I••• asset managerJan 3, 2006 to Nov 10, 2009 · New York, Ny
- J••• M••••• A•••• M••••••••• unclassifiedAug 9, 2004 to Dec 31, 2005 · Columbus, Oh
- J••• M••••• I••••••••• M••••••••• I••• to C••••••••• F•••••••• N••••••left Nov 10, 2009, registered Jun 23, 2017 (2782 days) · Other
- J••• M••••• A•••• M••••••••• to J••• M••••• I••••••••• M••••••••• I•••left Dec 31, 2005, registered Jan 3, 2006 (3 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
- 27derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address