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.
A••• C••••
- Title
- Founder & Managing Principalreportedoutwingwealth.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.
- O•••••• P•••••• W••••• M••••••••• independent RIA currentsince Feb 22, 2026 · Santa Barbara, Ca
- A•••••• W••••• M••••••••• L•• independent RIAJan 5, 2022 to Jan 10, 2024 · Santa Barbara, Ca
- A•••••• W••••• M••••••••• L•• independent RIAApr 13, 2020 to Dec 31, 2021 · Santa Barbara, Ca
- D••••• I••••••••• A••••••••• L•• independent RIAJul 11, 2016 to Dec 21, 2020 · Santa Barbara, Ca
- U•• F•••••••• S••••••• I••• wirehouseJun 8, 2012 to Jul 18, 2016 · San Diego, Ca
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseMar 16, 2009 to May 3, 2012 · Santa Barbara, Ca
- C•••••••• G••••• M•••••• I••• BD affiliatedFeb 5, 2007 to Mar 12, 2009 · Santa Barbara, Ca
- A•••••• W••••• M••••••••• L•• to O•••••• P•••••• W••••• M•••••••••left Jan 10, 2024, registered Feb 22, 2026 (774 days) · RIA to RIA
- D••••• I••••••••• A••••••••• L•• to A•••••• W••••• M••••••••• L••left Dec 21, 2020, registered Apr 13, 2020 (-252 days) · RIA to RIA · moved with a team
- U•• F•••••••• S••••••• I••• to D••••• I••••••••• A••••••••• L••left Jul 18, 2016, registered Jul 11, 2016 (-7 days) · Other
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to U•• F•••••••• S••••••• I•••left May 3, 2012, registered Jun 8, 2012 (36 days) · Wirehouse to wirehouse
- C•••••••• G••••• M•••••• I••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Mar 12, 2009, registered Mar 16, 2009 (4 days) · Other
- A••• C•••• left A•••••• W••••• M••••••••• L•• for O•••••• P•••••• W••••• M••••••••• (registered 2026-02-22)Jan 10, 2024 · 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
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address