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.

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Registered advisor

A•••• W••••••

S••••independent RIADel Mar, Ca IA-onlyIAPD 3277597

Certified Financial Planner

Feed of 09/15/2026

Also filed as Aaron Michael Wiegman

At current firm

2 y

since Jan 24, 2024

In the industry

25 y

since Dec 4, 2000 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

S•••• independent RIA current
since Jan 24, 2024 · Del Mar, Ca
F•••••••• S•••• A•••••••• I••• independent RIA
May 14, 2019 to Jan 19, 2024 · San Diego, Ca
C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliated
Sep 2, 2011 to Jun 17, 2013 · Solana Beach, Ca
S••••••• F•••••••• S•••••••• I••• former
Oct 19, 2007 to Aug 29, 2011 · Rancho Santa Fe, Ca
P••• A••••• S••••••••• L•• BD affiliated
Sep 21, 2006 to Oct 12, 2007 · San Diego, Ca
T••••••• I••••••••• M••••••••• I••• BD affiliated
Apr 6, 2004 to Jun 5, 2006 · Santee, Ca

Moves

a registration end followed by a registration begin elsewhere

F•••••••• S•••• A•••••••• I••• to S••••
left Jan 19, 2024, registered Jan 24, 2024 (5 days) · RIA to RIA
C•••••••• I••••••••• R••••••• A•••••••• I••• to F•••••••• S•••• A•••••••• I•••
left Jun 17, 2013, registered May 14, 2019 (2157 days) · Other
S••••••• F•••••••• S•••••••• I••• to C•••••••• I••••••••• R••••••• A•••••••• I•••
left Aug 29, 2011, registered Sep 2, 2011 (4 days) · Other
P••• A••••• S••••••••• L•• to S••••••• F•••••••• S•••••••• I•••
left Oct 12, 2007, registered Oct 19, 2007 (7 days) · Other
T••••••• I••••••••• M••••••••• I••• to P••• A••••• S••••••••• L••
left Jun 5, 2006, registered Sep 21, 2006 (108 days) · Other

Signals

A•••• W•••••• left F•••••••• S•••• A•••••••• I••• for Savvy (registered 2024-01-24)
Jan 19, 2024 · 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: Independent wealth managerderived
Years in industry: 25derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address