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.
- p••••••••• profile url
- linkedin.com/in/jeremy-reif-crps%C2%AE-owner-708b7528reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 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.
- P•••• W•••••• L•• state registered currentsince Jul 30, 2021 · Wausau, Wi
- B••••••••• W••••• A•••••••• L•• no RAUMAug 31, 2015 to Jul 29, 2021 · Wausau, Wi
- M•••••• P••••••••• P•••••••• L••• independent RIAJul 25, 2005 to Sep 14, 2015 · Wausau, Wi
- E•••••••• A•••••••• L•• national BDJul 11, 2005 to Jun 7, 2011 · Wausau, Wi
- B••••••••• W••••• A•••••••• L•• to P•••• W•••••• L••left Jul 29, 2021, registered Jul 30, 2021 (1 days) · RIA to a state-registered adviser
- M•••••• P••••••••• P•••••••• L••• to B••••••••• W••••• A•••••••• L••left Sep 14, 2015, registered Aug 31, 2015 (-14 days) · Other · moved with a team
- E•••••••• A•••••••• L•• to M•••••• P••••••••• P•••••••• L•••left Jun 7, 2011, registered Jul 25, 2005 (-2143 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
- STATE REGISTEREDderived
- Years in industry
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address