DFX Intelligence

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.

Registered advisor

Ryan R Wells

Divergent Capital Asset Management LLCstate registeredDenver, Co IA-onlyIAPD 3238125

Feed of 09/14/2026

At current firm

1 y

since Feb 24, 2025

In the industry

25 y

since Mar 6, 2001 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Divergent Capital Asset Management LLC state registered current
since Feb 24, 2025 · Palm Beach Gardens, Fl
Integrated Wealth Concepts LLC independent RIA
May 10, 2023 to Jan 25, 2024 · Englewood, Co
Prism Financial Strategies, LLC former
Mar 13, 2020 to Dec 14, 2023 · Englewood, Co
Advisory Consulting Group LLC former
Jan 31, 2018 to Feb 7, 2018 · Denver, Co
Strategies Capital Management former
Jan 30, 2018 to Jul 6, 2020 · Denver, Co
RBC Capital Markets, LLC national BD
Oct 20, 2014 to Dec 26, 2017 · San Francisco, Ca
Crosspoint Capital Management former
May 5, 2014 to Oct 20, 2014 · Orinda, Ca
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Aug 6, 2002 to Apr 1, 2014 · San Francisco, Ca
Robertson Stephens, Inc. unclassified
Sep 6, 2001 to Jul 30, 2002 · San Francisco, Ca

Moves

a registration end followed by a registration begin elsewhere

Integrated Wealth Concepts LLC to Divergent Capital Asset Management LLC
left Jan 25, 2024, registered Feb 24, 2025 (396 days) · RIA to a state-registered adviser
Prism Financial Strategies, LLC to Integrated Wealth Concepts LLC
left Dec 14, 2023, registered May 10, 2023 (-218 days) · RIA to RIA
Strategies Capital Management to Advisory Consulting Group LLC
left Jul 6, 2020, registered Jan 31, 2018 (-887 days) · Other · moved with a team
Advisory Consulting Group LLC to Prism Financial Strategies, LLC
left Feb 7, 2018, registered Mar 13, 2020 (765 days) · Other
RBC Capital Markets, LLC to Strategies Capital Management
left Dec 26, 2017, registered Jan 30, 2018 (35 days) · Other
Crosspoint Capital Management to RBC Capital Markets, LLC
left Oct 20, 2014, registered Oct 20, 2014 (0 days) · Other
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Crosspoint Capital Management
left Apr 1, 2014, registered May 5, 2014 (34 days) · Other
Robertson Stephens, Inc. to Merrill Lynch, Pierce, Fenner & Smith Incorporated
left Jul 30, 2002, registered Aug 6, 2002 (7 days) · Other

Signals

Ryan R Wells left Integrated Wealth Concepts Llc for Divergent Capital Asset Management Llc (registered 2025-02-24)
Jan 25, 2024 · Advisor changed firm · fact
Ryan R Wells left Prism Financial Strategies, Llc for Integrated Wealth Concepts Llc (registered 2023-05-10)
Dec 14, 2023 · Advisor changed firm · fact

Transition signals

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.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: STATE REGISTEREDderived
Years in industry: 25derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address