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
Wesley Thomas Hoppe
Feed of 09/15/2026
Also filed as Wes Hoppe
At current firm
1 y
since Apr 3, 2025
In the industry
18 y
since Jun 4, 2008 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Elevation Point Wealth Partners, LLC independent RIA currentsince Apr 3, 2025 · Denver, Co
- Triton Wealth formerOct 3, 2022 to Sep 30, 2025 · Aitkin, Mn
- Cambridge Investment Research Advisors, Inc. BD affiliatedAug 16, 2012 to Dec 31, 2022 · Aitkin, Mn
- Wells Fargo Advisors wirehouseJun 19, 2009 to Aug 17, 2012 · Aitkin, Mn
- Wells Fargo Advisors wirehouseNov 12, 2008 to Jun 19, 2009 · Baxter, Mn
Moves
a registration end followed by a registration begin elsewhere
- Triton Wealth to Elevation Point Wealth Partners, LLCleft Sep 30, 2025, registered Apr 3, 2025 (-180 days) · RIA to RIA · moved with a team
- Cambridge Investment Research Advisors, Inc. to Triton Wealthleft Dec 31, 2022, registered Oct 3, 2022 (-89 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
- Wells Fargo Advisors to Cambridge Investment Research Advisors, Inc.left Aug 17, 2012, registered Aug 16, 2012 (-1 days) · Other
- Wells Fargo Advisors to Wells Fargo Advisorsleft Jun 19, 2009, registered Jun 19, 2009 (0 days) · channel change inside one enterprise, not a move
Signals
- Wesley Thomas Hoppe left Triton Wealth for Elevation Point Wealth Partners, Llc (registered 2025-04-03)Sep 30, 2025 · Advisor changed firm · fact
- Wesley Thomas Hoppe left Cambridge Investment Research Advisors, Inc. for Triton Wealth (registered 2022-10-03)Dec 31, 2022 · Advisor changed firm · fact
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
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address