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•••••• V•• C••• W••••
- Title
- Managing Member / Presidentreportedgreenbeltadv.comfirm site, Sep 16, 2026
- Business email
- mwells@greenbeltadv.comreportedgreenbeltadv.comfirm site, Sep 16, 2026
- Direct business phone
- 512-687-3099reportedgreenbeltadv.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.
- G•••••••• I••••••••• A•••••••• L•• i••••••••• wealth currentsince Dec 7, 2010 · Round Rock, Tx
- E••••• I••••••••• A••••••• unclassifiedFeb 7, 2006 to Jan 25, 2011 · Austin, Tx
- T••••• O•• I••••••••• A•••••••• I••• unclassifiedSep 23, 2005 to Mar 31, 2006 · Austin, Tx
- M••••••• I••••••••• N•••••• I••• BD affiliatedJul 8, 2005 to Dec 31, 2005 · Austin, Tx
- W••• I••••••••• I••• unclassifiedNov 5, 2004 to Jul 19, 2005 · Austin, Tx
- W•••• F•••• I••••••••• L•• unclassifiedSep 12, 2003 to Nov 9, 2004 · Austin, Tx
- M••••• S•••••• D• I••• unclassifiedMay 7, 2002 to Sep 15, 2003 · Austin, Tx
- E••••• I••••••••• A••••••• to G•••••••• I••••••••• A•••••••• L••left Jan 25, 2011, registered Dec 7, 2010 (-49 days) · Other
- T••••• O•• I••••••••• A•••••••• I••• to E••••• I••••••••• A•••••••left Mar 31, 2006, registered Feb 7, 2006 (-52 days) · Other
- M••••••• I••••••••• N•••••• I••• to T••••• O•• I••••••••• A•••••••• I•••left Dec 31, 2005, registered Sep 23, 2005 (-99 days) · Other
- W••• I••••••••• I••• to M••••••• I••••••••• N•••••• I•••left Jul 19, 2005, registered Jul 8, 2005 (-11 days) · Other
- W•••• F•••• I••••••••• L•• to W••• I••••••••• I•••left Nov 9, 2004, registered Nov 5, 2004 (-4 days) · Other
- M••••• S•••••• D• I••• to W•••• F•••• I••••••••• L••left Sep 15, 2003, registered Sep 12, 2003 (-3 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