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.
A•••••• J• D••••••
- Business email
- adepinto@altawealthadvisors.comreportedaltawealthadvisors.comfirm site, Sep 16, 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••• W••••• A••••••• L•• independent RIA currentsince May 31, 2018 · Woburn, Ma
- P••••••• P•••••• W•••••• L•• formerOct 26, 2017 to Oct 10, 2018 · Burlington, Ma
- M•• I•••••••• S•••••••• L•• BD affiliatedJun 19, 2017 to Oct 27, 2017 · Wakefield, Ma
- M•••••• independent RIADec 7, 2012 to Jan 25, 2018 · Overland Park,, Ks
- B••••• G••••• A•••• M••••••••• BD affiliatedSep 30, 2009 to Aug 17, 2012 · Malden, Ma
- P••••••• P•••••• W•••••• L•• to A••• W••••• A••••••• L••left Oct 10, 2018, registered May 31, 2018 (-132 days) · RIA to a newly registered adviser
- M•••••• to M•• I•••••••• S•••••••• L••left Jan 25, 2018, registered Jun 19, 2017 (-220 days) · Other · moved with a team
- M•• I•••••••• S•••••••• L•• to P••••••• P•••••• W•••••• L••left Oct 27, 2017, registered Oct 26, 2017 (-1 days) · Other
- B••••• G••••• A•••• M••••••••• to M••••••left Aug 17, 2012, registered Dec 7, 2012 (112 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
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address