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.
Brett Alan Lange
- Title
- Wealth Consultant/Managing Partnerreportedvwealth.comfirm site, Sep 15, 2026
- Partner or owner
- “Wealth Consultant/Managing Partner”reportedvwealth.comthe sentence on the bio page
- Business email
- brett.lange@vwealth.comreportedvwealth.comfirm site, Sep 15, 2026
- Professional profile
- vwealth.com/team/brett-langereportedvwealth.comfirm site, Sep 15, 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.
- The Wealth Consulting Group independent RIA currentsince Jul 14, 2023 · Overland Park, Ks
- Newedge Advisors BD affiliatedAug 22, 2018 to Dec 10, 2018 · Manhattan, Ks
- V Wealth Advisors LLC formerApr 6, 2010 to Dec 31, 2023 · Overland Park, Ks
- UBS Financial Services Inc. wirehouseFeb 29, 2008 to Aug 3, 2009 · Leawood, Ks
- Banc Of America Investment Services, Inc. unclassifiedAug 18, 2003 to Mar 3, 2008 · Overland Park, Ks
- V Wealth Advisors LLC to Newedge Advisorsleft Dec 31, 2023, registered Aug 22, 2018 (-1957 days) · RIA to RIA
- Newedge Advisors to The Wealth Consulting Groupleft Dec 10, 2018, registered Jul 14, 2023 (1677 days) · RIA to RIA
- UBS Financial Services Inc. to V Wealth Advisors LLCleft Aug 3, 2009, registered Apr 6, 2010 (246 days) · Other
- Banc Of America Investment Services, Inc. to UBS Financial Services Inc.left Mar 3, 2008, registered Feb 29, 2008 (-3 days) · Other
- Brett Alan Lange left V Wealth Advisors Llc for Newedge Advisors (registered 2018-08-22)Dec 31, 2023 · Advisor changed firm · fact
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
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address