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••• B••••• M••••
- Title
- Talk to an Advisorreportedtruewealthllc.comfirm site, Sep 15, 2026
- Business email
- pmarks@truewealthllc.comreportedtruewealthllc.comfirm site, Sep 15, 2026
- Professional profile
- linkedin.com/in/paul-marks-cfp®-crps®-9a97236reportedtruewealthllc.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.
- T••••••••• A•••••••• L•• independent RIA currentsince Feb 2, 2019 · Hoover, Al
- C•••••••• F•••••••• G•••• A••••••• formerApr 3, 2009 to Jan 31, 2019 · Birmingham, Al
- W••••••••• A••••••• formerJun 23, 2006 to Mar 30, 2009 · Midlothian, Va
- G•••••••• I••••••••• M••••••••• I••• unclassifiedJun 22, 2005 to Oct 10, 2005 · Tallahassee, Fl
- C•••••••• F•••••••• G•••• A••••••• to T••••••••• A•••••••• L••left Jan 31, 2019, registered Feb 2, 2019 (2 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
- W••••••••• A••••••• to C•••••••• F•••••••• G•••• A•••••••left Mar 30, 2009, registered Apr 3, 2009 (4 days) · Other
- G•••••••• I••••••••• M••••••••• I••• to W••••••••• A•••••••left Oct 10, 2005, registered Jun 23, 2006 (256 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
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address