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.
S••• R•••••• G••••••
- Designations
- CFPreportedepwealth.comas printed on the bio page, Sep 16, 2026
- Professional profile
- epwealth.com/our-team/littleton/sara-gardner-cfpreportedepwealth.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.
- E• W••••• A••••••• independent RIA currentsince Dec 2, 2016 · Littleton, Co
- E••••••• P••••••• unclassifiedApr 17, 2015 to Dec 5, 2016 · Conifer, Co
- A••••• A•• P••••••• S••••••• BD affiliatedApr 4, 2007 to Apr 1, 2015 · Denver, Co
- T•••••••• T•••• C••••••• F•• unclassifiedSep 24, 2004 to Nov 3, 2006 · Denver, Co
- C••••••• M••••••••• A•••••••• I••• unclassifiedNov 26, 2003 to Sep 15, 2004 · Aurora, Co
- E••••••• P••••••• to E• W••••• A•••••••left Dec 5, 2016, registered Dec 2, 2016 (-3 days) · Other
- A••••• A•• P••••••• S••••••• to E••••••• P•••••••left Apr 1, 2015, registered Apr 17, 2015 (16 days) · Other
- T•••••••• T•••• C••••••• F•• to A••••• A•• P••••••• S•••••••left Nov 3, 2006, registered Apr 4, 2007 (152 days) · Other
- C••••••• M••••••••• A•••••••• I••• to T•••••••• T•••• C••••••• F••left Sep 15, 2004, registered Sep 24, 2004 (9 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
- 28derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address