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.
A•••••• P•••• G••••
- Designations
- MBAreportedboutiquefamilyofficecfo.comas printed on the bio page, Sep 16, 2026
- Founder
- “Founder, A••••••• W••••• M••••••••• · Author · Retirement Strategist”reportedboutiquefamilyofficecfo.comthe sentence on the bio page
- Years, as the firm states
- 40reportedboutiquefamilyofficecfo.com“I am a CPA with 40 years of experience — his holistic approach to lifelong financial issues is spot on.”
- Professional profile
- boutiquefamilyofficecfo.com/author-tony-gomesreportedboutiquefamilyofficecfo.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.
- A••••••• W••••• M••••••••• independent RIA currentsince Jun 18, 2025 · Sarasota, Fl
- I•••••••• C•••••• A••••••• formerJan 8, 2016 to Sep 14, 2016 · Nokomis, Fl
- S•••••••• F••••••••• I••• formerJul 5, 2013 to Jan 12, 2016 · Scottsdale, Az
- A•••• • F•••••••• P•••••••• L•• formerJul 19, 2006 to Apr 10, 2013 · Nokomis, Fl
- R•••••• J•••• F•••••••• S•••••••• I••• unclassifiedMar 14, 2005 to Apr 27, 2006 · Sarasota, Fl
- L•••••• S•• I••••••••• A•••••••• L••••• BD affiliatedFeb 4, 2004 to Mar 9, 2005 · Osprey, Fl
- I•••••••• C•••••• A••••••• to A••••••• W••••• M•••••••••left Sep 14, 2016, registered Jun 18, 2025 (3199 days) · Other
- S•••••••• F••••••••• I••• to I•••••••• C•••••• A•••••••left Jan 12, 2016, registered Jan 8, 2016 (-4 days) · Other
- A•••• • F•••••••• P•••••••• L•• to S•••••••• F••••••••• I•••left Apr 10, 2013, registered Jul 5, 2013 (86 days) · Other
- R•••••• J•••• F•••••••• S•••••••• I••• to A•••• • F•••••••• P•••••••• L••left Apr 27, 2006, registered Jul 19, 2006 (83 days) · Other
- L•••••• S•• I••••••••• A•••••••• L••••• to R•••••• J•••• F•••••••• S•••••••• I•••left Mar 9, 2005, registered Mar 14, 2005 (5 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
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address