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.
R•••• T• S•••••
- Business email
- rsiegel@aletheianadvisors.comreportedaletheianadvisors.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.
- A•••••••• W••••• A••••••• L•• independent RIA currentsince Aug 9, 2019 · Prescott, Az
- C••••••••• A••••••• I•• formerOct 22, 2018 to May 10, 2019 · Bellevue, Wa
- A••••••••• F•••••••• S•••••••• L•• national BDOct 5, 2009 to May 19, 2014 · Bellevue, Wa
- A••••••••• A•••••• S•••••••• I••• unclassifiedMar 6, 2009 to Oct 5, 2009 · Bellevue, Wa
- C•••••••• G••••• M•••••• I••• BD affiliatedSep 25, 2001 to Apr 1, 2009 · Bellevue, Wa
- C••••••••• A••••••• I•• to A•••••••• W••••• A••••••• L••left May 10, 2019, registered Aug 9, 2019 (91 days) · RIA to a newly registered adviser
- A••••••••• F•••••••• S•••••••• L•• to C••••••••• A••••••• I••left May 19, 2014, registered Oct 22, 2018 (1617 days) · Affiliated broker-dealer or bank to independent RIA
- A••••••••• A•••••• S•••••••• I••• to A••••••••• F•••••••• S•••••••• L••left Oct 5, 2009, registered Oct 5, 2009 (0 days) · corporate re-registration, not a move
- C•••••••• G••••• M•••••• I••• to A••••••••• A•••••• S•••••••• I•••left Apr 1, 2009, registered Mar 6, 2009 (-26 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
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address