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.
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- D•••• • D•••••••• P•••••• I••••••••• C••••••• I••• independent RIA currentsince Apr 1, 2026 · Bloomfield Hills, Mi
- Y••••• C•••••• M••••••••• L•• asset managerDec 2, 2021 to Nov 7, 2025 · Bloomfield Hills, Mi
- W•••• A•••• M••••••••• I••• formerJul 19, 2013 to Nov 22, 2021 · Detroit, Mi
- Y••••• C•••••• M••••••••• L•• to D•••• • D•••••••• P•••••• I••••••••• C••••••• I•••left Nov 7, 2025, registered Apr 1, 2026 (145 days) · Other
- W•••• A•••• M••••••••• I••• to Y••••• C•••••• M••••••••• L••left Nov 22, 2021, registered Dec 2, 2021 (10 days) · Other · moved with a team
- K•••• L••• F•••••••• left Y••••• C•••••• M••••••••• L•• for D•••• • D•••••••• P•••••• I••••••••• C••••••• I••• (registered 2026-04-01)Nov 7, 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
- Independent wealth managerderived
- Years in industry
- 28derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address