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.
Wayne Patrick Ferbert
- Title
- Portfolio Risk Manager, Investment Committee Memberreportedreyesplan.comfirm site, Sep 16, 2026
- Investment committee
- “Portfolio Risk Manager, Investment Committee Member”reportedreyesplan.comthe sentence on the bio page
- Years, as the firm states
- 30reportedreyesplan.com“Wayne brings over 30 years of experience in the financial services industry, with deep expertise in portfolio risk management.”
- Professional profile
- reyesplan.com/team/wayne-ferbertreportedreyesplan.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.
- Reyes Financial Architecture Inc. independent RIA currentsince Apr 3, 2026 · San Diego, Ca
- Alpha Dna Investment Management asset manager currentsince Jan 2, 2018 · Columbia, Md
- Zega Financial, LLC formerJun 6, 2011 to Jul 14, 2020 · Eillicott City, Md
- Zega Financial, LLC to Alpha Dna Investment Managementleft Jul 14, 2020, registered Jan 2, 2018 (-924 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
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address