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.
M•••••• W•••••
- Title
- Investment Specialistreportedcahillfa.comfirm site, Sep 15, 2026
- Business email
- matt@cahillfa.comreportedcahillfa.comfirm site, Sep 15, 2026
- Professional profile
- cahillfa.com/our-team/matt-wrightreportedcahillfa.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.
- C••••• F•••••••• A•••••••• I••• independent RIA currentsince Oct 1, 2025 · Victoria, Mn
- L•••• P••• W••••• M••••••••• independent RIAJul 9, 2024 to Jan 9, 2025 · Minneapolis, Mn
- A•••••• P••••••• P•••••••• I••• BD affiliatedAug 3, 2023 to May 24, 2024 · Dubuque, Ia
- S••••• W••••• A••••••••• L•• formerSep 1, 2016 to Mar 28, 2024 · Victoria, Mn
- A••••••••• F•••••••• S•••••••• L•• national BDMar 1, 2016 to Jul 1, 2016 · Edina, Mn
- L•••• P••• W••••• M••••••••• to C••••• F•••••••• A•••••••• I•••left Jan 9, 2025, registered Oct 1, 2025 (265 days) · RIA to RIA
- A•••••• P••••••• P•••••••• I••• to L•••• P••• W••••• M•••••••••left May 24, 2024, registered Jul 9, 2024 (46 days) · Affiliated broker-dealer or bank to independent RIA
- S••••• W••••• A••••••••• L•• to A•••••• P••••••• P•••••••• I•••left Mar 28, 2024, registered Aug 3, 2023 (-238 days) · RIA to affiliated broker-dealer or bank · moved with a team
- A••••••••• F•••••••• S•••••••• L•• to S••••• W••••• A••••••••• L••left Jul 1, 2016, registered Sep 1, 2016 (62 days) · Affiliated broker-dealer or bank to independent RIA
- M•••••• W••••• left L•••• P••• W••••• M••••••••• for C••••• F•••••••• A•••••••• I••• (registered 2025-10-01)Jan 9, 2025 · Advisor changed firm · fact
- M•••••• W••••• left A•••••• P••••••• P•••••••• I••• for L•••• P••• W••••• M••••••••• (registered 2024-07-09)May 24, 2024 · Advisor changed firm · fact
- M•••••• W••••• left S••••• W••••• A••••••••• L•• for A•••••• P••••••• P•••••••• I••• (registered 2023-08-03)Mar 28, 2024 · Advisor changed firm · fact
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
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address