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

Bryce Walker Sowitch

Focus Partners Wealth, LLCindependent RIAMontverde, FlIA-onlyIAPD 4202942

Feed of 09/14/2026

At current firm

0 y

since Jan 5, 2026

In the industry

22 y

since Jan 30, 2004 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Focus Partners Wealth, LLC independent RIA current
since Jan 5, 2026 · Montverde, Fl
Northcoast Asset Management LLC independent RIA
Jan 7, 2025 to Mar 20, 2026 · Fort Collins, Co
Northcoast Asset Management LLC independent RIA
Sep 5, 2024 to Dec 31, 2024 · Fort Collins, Co
Ifam Capital former
Apr 9, 2015 to Jul 3, 2024 · Fort Collins, Co
Ifm Capital Advisors, LLC former
Aug 29, 2014 to Mar 24, 2015 · Greenwood Village, Co
Financial Telesis, Inc. former
Jul 1, 2011 to Aug 28, 2014 · San Rafael, Ca
Citigroup Global Markets Inc. BD affiliated
Aug 25, 2004 to Nov 26, 2007 · Fort Collins, Co
Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse
Jan 30, 2004 to Aug 30, 2004 · Ft. Collins, Co

Moves

a registration end followed by a registration begin elsewhere

Northcoast Asset Management LLC to Focus Partners Wealth, LLC
left Mar 20, 2026, registered Jan 5, 2026 (-74 days) · corporate re-registration, not a move
Ifam Capital to Northcoast Asset Management LLC
left Jul 3, 2024, registered Sep 5, 2024 (64 days) · RIA to RIA · moved with a team
Ifm Capital Advisors, LLC to Ifam Capital
left Mar 24, 2015, registered Apr 9, 2015 (16 days) · Other · moved with a team
Financial Telesis, Inc. to Ifm Capital Advisors, LLC
left Aug 28, 2014, registered Aug 29, 2014 (1 days) · Other
Citigroup Global Markets Inc. to Financial Telesis, Inc.
left Nov 26, 2007, registered Jul 1, 2011 (1313 days) · Other
Merrill Lynch, Pierce, Fenner & Smith Incorporated to Citigroup Global Markets Inc.
left Aug 30, 2004, registered Aug 25, 2004 (-5 days) · Other

Signals

Bryce Walker Sowitch left Ifam Capital for Northcoast Asset Management Llc (registered 2024-09-05)
Jul 3, 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: 22derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address