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.
C•••••• A•••••
- Title
- Partner and Senior Wealth Advisorreportedmissionwealth.comfirm site, Sep 15, 2026
- Designations
- AIFreportedmissionwealth.comas printed on the bio page, Sep 16, 2026
- Partner or owner
- “C•••••• A•••••, AIF® | Partner & Senior Wealth Advisor | Mission Wealth”reportedmissionwealth.comthe sentence on the bio page
- Professional profile
- missionwealth.com/team/claudia-arnoldreportedmissionwealth.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.
- M•••••• W••••• M••••••••• L• independent RIA currentsince Oct 8, 2019 · Santa Barbara, Ca
- D•••••• independent RIAJan 31, 2014 to Dec 31, 2019 · Phoenix, Az
- N••••••• P••••••• C••••••••• •••• O• A••••••• I• F• • N•• formerJul 3, 2007 to Feb 3, 2014 · Scottsdale, Az
- O•••• F•• I••• formerJul 19, 2006 to Jun 19, 2007 · La Jolla, Ca
- N••••••• P••••••• C••••••••• •••• O• A••••••• I• F• • N•• formerJun 22, 2004 to Jul 1, 2005 · San Diego, Ca
- D•••••• to M•••••• W••••• M••••••••• L•left Dec 31, 2019, registered Oct 8, 2019 (-84 days) · RIA to RIA
- N••••••• P••••••• C••••••••• •••• O• A••••••• I• F• • N•• to D••••••left Feb 3, 2014, registered Jan 31, 2014 (-3 days) · Other
- O•••• F•• I••• to N••••••• P••••••• C••••••••• •••• O• A••••••• I• F• • N••left Jun 19, 2007, registered Jul 3, 2007 (14 days) · Other
- N••••••• P••••••• C••••••••• •••• O• A••••••• I• F• • N•• to O•••• F•• I•••left Jul 1, 2005, registered Jul 19, 2006 (383 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
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address