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.
D••••• M•••••• R••••••
- Title
- Family CFO | CFP®reportedpw-wm.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.
- P••••••••• W••••• M••••••••• independent RIA currentsince May 20, 2025 · F••••, Nd
- T•• I••••••••• formerFeb 14, 2020 to Jun 7, 2023 · F••••, Nd
- W•••• F•••• I••••••••• L•• unclassifiedOct 29, 2007 to Jan 8, 2010 · F••••, Nd
- T•• I••••••••• to P••••••••• W••••• M•••••••••left Jun 7, 2023, registered May 20, 2025 (713 days) · Other
- W•••• F•••• I••••••••• L•• to T•• I•••••••••left Jan 8, 2010, registered Feb 14, 2020 (3689 days) · Other
- D••••• M•••••• R•••••• left T•• I••••••••• for P••••••••• W••••• M••••••••• (registered 2025-05-20)Jun 7, 2023 · 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
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address