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
Joel Robert Van Hofwegen
Certified Financial Planner
Feed of 09/14/2026
At current firm
1 y
since Sep 16, 2025
In the industry
24 y
since Oct 1, 2001 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Farther independent RIA currentsince Sep 16, 2025 · San Francisco, Ca
- Certus Wealth Management LLC formerSep 19, 2022 to Jan 2, 2026 · San Carlos, Ca
- Ma Private Wealth, LLC independent RIAJan 26, 2018 to Aug 2, 2022 · Campbell, Ca
- Ameriprise Financial Services, LLC national BDDec 18, 2001 to Jan 30, 2018 · Campbell, Ca
Moves
a registration end followed by a registration begin elsewhere
- Certus Wealth Management LLC to Fartherleft Jan 2, 2026, registered Sep 16, 2025 (-108 days) · RIA to RIA
- Ma Private Wealth, LLC to Certus Wealth Management LLCleft Aug 2, 2022, registered Sep 19, 2022 (48 days) · RIA to RIA
- Ameriprise Financial Services, LLC to Ma Private Wealth, LLCleft Jan 30, 2018, registered Jan 26, 2018 (-4 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
Signals
- Joel Robert Van Hofwegen left Certus Wealth Management Llc for Farther (registered 2025-09-16)Jan 2, 2026 · Advisor changed firm · fact
- Joel Robert Van Hofwegen left Ma Private Wealth, Llc for Certus Wealth Management Llc (registered 2022-09-19)Aug 2, 2022 · 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
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address