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
Michele Gabrielle Walthert
Certified Financial Planner
Feed of 09/14/2026
Also filed as Michele Walthert
At current firm
5 y
since Jan 3, 2021
In the industry
24 y
since Aug 30, 2002 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Wealthspire Advisors independent RIA currentsince Jan 3, 2021 · Potomac, Md
- Wealthspire Advisors formerSep 22, 2015 to Dec 31, 2020 · Potomac, Md
- Highline Wealth Management, LLC formerMay 27, 2011 to Dec 16, 2015 · Rockville, Md
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseSep 2, 2002 to May 3, 2011 · Vienna, Va
Moves
a registration end followed by a registration begin elsewhere
- Wealthspire Advisors to Wealthspire Advisorsleft Dec 31, 2020, registered Jan 3, 2021 (3 days) · corporate re-registration, not a move
- Highline Wealth Management, LLC to Wealthspire Advisorsleft Dec 16, 2015, registered Sep 22, 2015 (-85 days) · Other · moved with a team
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Highline Wealth Management, LLCleft May 3, 2011, registered May 27, 2011 (24 days) · Other
Signals
No dated event on this person.
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