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.
E••••• K••• H••• H••
- Title
- Principalreportedarcherpointewm.comfirm site, Sep 17, 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.
- A••••• P••••• W••••• M••••••••• L•• independent RIA currentsince Feb 21, 2024 · Davis, Ca
- C••••••••• F•••••••• P••••••• • W••••• M••••••••• formerNov 7, 2017 to Dec 31, 2020 · Davis, Ca
- C••••••••• F•••••••• N•••••• national BDJul 25, 2012 to Nov 8, 2017 · Elk Grove, Ca
- L•• F•••••••• L•• BD affiliatedMay 4, 2011 to Aug 3, 2012 · Sacramento, Ca
- T••• W••• F•••••••• P••••••• independent RIAMar 31, 2005 to May 9, 2011 · Sacramento, Ca
- C••••••••• F•••••••• P••••••• • W••••• M••••••••• to A••••• P••••• W••••• M••••••••• L••left Dec 31, 2020, registered Feb 21, 2024 (1147 days) · RIA to RIA
- C••••••••• F•••••••• N•••••• to C••••••••• F•••••••• P••••••• • W••••• M•••••••••left Nov 8, 2017, registered Nov 7, 2017 (-1 days) · Other
- L•• F•••••••• L•• to C••••••••• F•••••••• N••••••left Aug 3, 2012, registered Jul 25, 2012 (-9 days) · Other
- T••• W••• F•••••••• P••••••• to L•• F•••••••• L••left May 9, 2011, registered May 4, 2011 (-5 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