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.
R••• M••••••• W•••••
- Title
- Partner, Director of Institutional advisoryreportedvistamarkllc.comfirm site, Sep 15, 2026
- Business email
- rwalter@vistamarkllc.comreportedvistamarkllc.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.
- V•••••••• I••••••••• mixed wealth currentsince May 11, 2026 · Hinsdale, Il
- J••• M••••• S••••••••• L•• wirehouseJun 3, 2011 to May 15, 2012 · Chicago, Il
- C•••• I••••••••• S••••••• C•••• formerMay 7, 2008 to Jun 1, 2011 · Chicago, Il
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseApr 10, 2006 to Mar 19, 2008 · Cleveland, Oh
- J••• M••••• S••••••••• L•• to V•••••••• I•••••••••left May 15, 2012, registered May 11, 2026 (5109 days) · Wirehouse to independent RIA
- C•••• I••••••••• S••••••• C•••• to J••• M••••• S••••••••• L••left Jun 1, 2011, registered Jun 3, 2011 (2 days) · Other
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to C•••• I••••••••• S••••••• C••••left Mar 19, 2008, registered May 7, 2008 (49 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
- Wealth manager with institutional or fund businessderived
- Years in industry
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address