DFX Intelligence

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.

Registered advisor

Lynn Richard Calvert

Bz Wealth Advisors, LLCindependent RIALittleton, Co IA-onlyIAPD 5173036
Certified Financial Planner
Feed of 09/15/2026
Also filed as Wade Calvert
At current firm
1 y
since Jul 3, 2025
In the industry
15 y
since Nov 9, 2010 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Professional profile
what the firm itself publishes, with the page it was read from
Title
Founder, Chief Executive Officer, Senior Wealth Advisor & Investment Committee Memberreportedbz-wealth.comfirm site, Sep 16, 2026
Designations
CFPreportedbz-wealth.comas printed on the bio page, Sep 16, 2026
Founder
“Wade is a founding partner and CEO of BZ Wealth Advisors, based in Boise.”reportedbz-wealth.comthe sentence on the bio page
Partner or owner
“Wade Calvert | Wealth Advisor & Owner in Idaho | Wealth Ops”reportedbz-wealth.comthe sentence on the bio page
Investment committee
“Founder, Chief Executive Officer, Senior Wealth Advisor & Investment Committee Member”reportedbz-wealth.comthe sentence on the bio page
Years, as the firm states
15reportedbz-wealth.com“A CERTIFIED FINANCIAL PLANNER® professional with over 15 years of experience, he specializes in helping high-net-worth families and business owners integrate retirement, tax, and exit planning.”
Professional profile
linkedin.com/in/wade-calvert-cfpreportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026
Professional profile
bz-wealth.com/team-member/wade-calvertreportedbz-wealth.comfirm site, Sep 16, 2026
Professional profile
linkedin.com/in/wade-calvert-cfpreportedbz-wealth.comfirm site, Sep 16, 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.

Registration history
IAPD current and previous registrations
Moves
a registration end followed by a registration begin elsewhere
Signals
  • Lynn Richard Calvert left Wealth Ops, Llc for Bz Wealth Advisors, Llc (registered 2025-07-03)
    Nov 17, 2025 · Advisor changed firm · fact
  • Lynn Richard Calvert left Morton Wealth for Wealth Ops, Llc (registered 2022-11-30)
    Sep 30, 2022 · Advisor changed firm · fact
Transition signals

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.

Provenance
Source
IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class
Independent wealth managerderived
Years in industry
15derivedfrom the earliest dated exam, employment or registration
Not published
disclosure flags, outside business text, branch street address