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.
G••• A••• B••••
- Business email
- gbowen@wmwealthmgt.comreportedwmwealthmgt.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.
- W•••••• M••••• W••••• M••••••••• L•• independent RIA currentsince Nov 24, 2012 · Mobile, Al
- 1•• G••••• A••••••• I•• formerNov 14, 2008 to Dec 3, 2012 · Mobile, Al
- U•• F•••••••• S••••••• I••• wirehouseJul 29, 2004 to Nov 24, 2008 · Mobile, Al
- 1•• G••••• A••••••• I•• to W•••••• M••••• W••••• M••••••••• L••left Dec 3, 2012, registered Nov 24, 2012 (-9 days) · Other
- U•• F•••••••• S••••••• I••• to 1•• G••••• A••••••• I••left Nov 24, 2008, registered Nov 14, 2008 (-10 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
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address