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.
M••• J••••• B••••••
- Title
- President & CEOreportedattleborowealth.comfirm site, Sep 16, 2026
- Designations
- CFP, AIFreportedattleborowealth.comas printed on the bio page, Sep 16, 2026
- Founder
- “M••• is the founder and owner of A•••••••• Wealth Management.”reportedattleborowealth.comthe sentence on the bio page
- Partner or owner
- “M••• is the founder and owner of A•••••••• Wealth Management.”reportedattleborowealth.comthe sentence on the bio page
- Business email
- mbyelich@attleborowealth.comreportedattleborowealth.comfirm site, Sep 16, 2026
- Professional profile
- linkedin.com/in/mark-byelich-cfp%C2%AE-aif%C2%AE-099a0123?trk=public_preportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026
- Professional profile
- attleborowealth.com/team/mark-byelichreportedattleborowealth.comfirm site, Sep 16, 2026
- Professional profile
- linkedin.com/in/mark-byelich-cfp%C2%AE-aif%C2%AE-099a0123reportedattleborowealth.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••••• M••••••••• L•• independent RIA currentsince Feb 14, 2022 · Yardley, Pa
- K••••• A••••••• S•••••••• L•• BD affiliatedApr 20, 2016 to Feb 14, 2022 · Yardley, Pa
- N•• A•••••• S•••••••• L•• formerApr 2, 2015 to Sep 22, 2016 · Austin, Tx
- P•••••• A•••••• G••••• L•• BD affiliatedFeb 14, 2012 to May 5, 2015 · Langhorne, Pa
- L•• F•••••••• L•• BD affiliatedMay 28, 2010 to Jun 14, 2013 · Langhorne, Pa
- W•••• F•••• A••••••• wirehouseApr 7, 2005 to Jun 2, 2010 · Trevose, Pa
- K••••• A••••••• S•••••••• L•• to A•••••••• W••••• M••••••••• L••left Feb 14, 2022, registered Feb 14, 2022 (0 days) · Affiliated broker-dealer or bank to a newly registered adviser
- N•• A•••••• S•••••••• L•• to K••••• A••••••• S•••••••• L••left Sep 22, 2016, registered Apr 20, 2016 (-155 days) · corporate re-registration, not a move
- P•••••• A•••••• G••••• L•• to N•• A•••••• S•••••••• L••left May 5, 2015, registered Apr 2, 2015 (-33 days) · Other · moved with a team
- L•• F•••••••• L•• to P•••••• A•••••• G••••• L••left Jun 14, 2013, registered Feb 14, 2012 (-486 days) · Other
- W•••• F•••• A••••••• to L•• F•••••••• L••left Jun 2, 2010, registered May 28, 2010 (-5 days) · Other
- M••• J••••• B•••••• left K••••• A••••••• S•••••••• L•• for A•••••••• W••••• M••••••••• L•• (registered 2022-02-14)Feb 14, 2022 · a•••••• firm change · 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