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.
R•••• W••••• J••••••
- Professional profile
- act-advisors.com/wes-johnson-provides-july-2025-market-and-portfolio-ureportedact-advisors.comfirm site, Sep 15, 2026
- Professional profile
- linkedin.com/in/wes-johnson-cfp-94317b309reportedact-advisors.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.
- A•• A••••••• independent RIA currentsince Nov 19, 2014 · Asheville, Nc
- L•• F•••••••• L•• BD affiliatedDec 18, 2013 to Dec 22, 2014 · Charleston, Sc
- C••• B•••••••• S•••••••• I••• formerJun 13, 2005 to Dec 20, 2013 · Charleston, Sc
- B••• I••••••••• S•••••••• I••• formerJun 16, 2004 to Feb 3, 2005 · Charlotte, Nc
- U•• F•••••••• S••••••• I••• wirehouseAug 21, 2002 to Jun 16, 2004 · Raleigh, Nc
- L•• F•••••••• L•• to A•• A•••••••left Dec 22, 2014, registered Nov 19, 2014 (-33 days) · Other
- C••• B•••••••• S•••••••• I••• to L•• F•••••••• L••left Dec 20, 2013, registered Dec 18, 2013 (-2 days) · Other
- B••• I••••••••• S•••••••• I••• to C••• B•••••••• S•••••••• I•••left Feb 3, 2005, registered Jun 13, 2005 (130 days) · Other
- U•• F•••••••• S••••••• I••• to B••• I••••••••• S•••••••• I•••left Jun 16, 2004, registered Jun 16, 2004 (0 days) · Wirehouse to a newly registered adviser (no RAUM reported yet)
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