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••• D•••• M••••••
- H••••••• W••••• P••••••• independent RIA currentsince Apr 3, 2026 · Sherman Oaks, Ca
- V•••••• C•••••• M••••••••• L• formerNov 20, 2020 to Apr 1, 2026 · San Diego, Ca
- C••••••••• W••••• M••••••••• formerMay 7, 2008 to Oct 28, 2020 · San Diego, Ca
- V•••••• C•••••• M••••••••• L• to H••••••• W••••• P•••••••left Apr 1, 2026, registered Apr 3, 2026 (2 days) · RIA to RIA
- C••••••••• W••••• M••••••••• to V•••••• C•••••• M••••••••• L•left Oct 28, 2020, registered Nov 20, 2020 (23 days) · RIA to RIA · moved with a team
- Ryan David Meacham left Vivaldi Capital Management Lp for Highline Wealth Partners (registered 2026-04-03)Apr 1, 2026 · 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