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.
W••••• L• M••••••
- Title
- COO, Operations and Servicereportedraspwealthsolutions.comfirm site, Sep 16, 2026
- Years, as the firm states
- 15reportedraspwealthsolutions.com“With 15 years experience servicing client’s needs in a wide array of circumstances, Wendee is as close as one may get to the “easy button” that is only a phone call or e-mail away.”
- Business email
- wendeemaniago@raspwealthsolutions.comreportedraspwealthsolutions.comfirm site, Sep 16, 2026
- Direct business phone
- 463-248-6538reportedraspwealthsolutions.comfirm site, Sep 16, 2026
- Professional profile
- raspwealthsolutions.com/team/wendee-maniagoreportedraspwealthsolutions.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.
- R••• W••••• S••••••••• L•• independent RIA currentsince Oct 20, 2023 · Fishers, In
- U•• F•••••••• S••••••• I••• wirehouseJan 28, 2009 to Oct 31, 2023 · Indianapolis, In
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseMay 8, 2008 to Jan 20, 2009 · Indianapolis, In
- U•• F•••••••• S••••••• I••• to R••• W••••• S••••••••• L••left Oct 31, 2023, registered Oct 20, 2023 (-11 days) · Wirehouse to a newly registered adviser (no RAUM reported yet) · moved with a team
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to U•• F•••••••• S••••••• I•••left Jan 20, 2009, registered Jan 28, 2009 (8 days) · Wirehouse to wirehouse
- W••••• L• M•••••• left U•• F•••••••• S••••••• I••• for R••• W••••• S••••••••• L•• (registered 2023-10-20)Oct 31, 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
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address