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.
- Professional profile
- linkedin.com/in/ron-tetley-65037096reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 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.
- Simplicity Wealth mixed wealth currentsince Oct 30, 2023 · Akron, Oh
- Belpointe Asset Management LLC independent RIAJul 13, 2021 to Oct 2, 2023 · Akron, Oh
- Brookstone Wealth Advisors, LLC no RAUMDec 8, 2014 to Jul 15, 2021 · Akron, Oh
- Creative Advisors, LLC unclassifiedSep 4, 2007 to Jan 13, 2016 · Akron, Oh
- Belpointe Asset Management LLC to Simplicity Wealthleft Oct 2, 2023, registered Oct 30, 2023 (28 days) · RIA to RIA
- Brookstone Wealth Advisors, LLC to Belpointe Asset Management LLCleft Jul 15, 2021, registered Jul 13, 2021 (-2 days) · RIA to RIA
- Creative Advisors, LLC to Brookstone Wealth Advisors, LLCleft Jan 13, 2016, registered Dec 8, 2014 (-401 days) · Other
- Ronald Scott Tetley left Belpointe Asset Management Llc for Simplicity Wealth (registered 2023-10-30)Oct 2, 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
- Wealth manager with institutional or fund businessderived
- Years in industry
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address