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.
David Edward Arens
- Title
- Founding Partner, Managing Directorreportedprivatewealth.comfirm site, Sep 15, 2026
- Founder
- “Dave is a founding partner and the Managing Director at the Private Wealth office in Des Moines.”reportedprivatewealth.comthe sentence on the bio page
- Partner or owner
- “Dave is a founding partner and the Managing Director at the Private Wealth office in Des Moines.”reportedprivatewealth.comthe sentence on the bio page
- Professional profile
- privatewealth.com/about/dave-arensreportedprivatewealth.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.
- Private Wealth Asset Management independent RIA currentsince Jan 4, 2022 · West Des Moines, Ia
- Wells Fargo Advisors wirehouseJan 3, 2011 to Dec 9, 2014 · Charlotte, Nc
- Wells Fargo Investments, LLC unclassifiedDec 7, 2005 to Jan 3, 2011 · Des Moines, Ia
- Wells Fargo Advisors to Private Wealth Asset Managementleft Dec 9, 2014, registered Jan 4, 2022 (2583 days) · Wirehouse to independent RIA
- Wells Fargo Investments, LLC to Wells Fargo Advisorsleft Jan 3, 2011, registered Jan 3, 2011 (0 days) · corporate re-registration, not a move
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