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•••••• E•••••••• B•••••
- Title
- Individual Wealth Strategistreportednoblewealth.partnersfirm 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.
- N•••• W••••• P••••••• independent RIA currentsince Jun 18, 2026 · Denver, Co
- O•••• W•••••• I••• BD affiliatedApr 30, 2021 to Oct 13, 2025 · Scottsdale, Az
- C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliatedFeb 26, 2020 to May 4, 2021 · Loveland, Co
- O•••• W•••••• I••• to N•••• W••••• P•••••••left Oct 13, 2025, registered Jun 18, 2026 (248 days) · Affiliated broker-dealer or bank to independent RIA
- C•••••••• I••••••••• R••••••• A•••••••• I••• to O•••• W•••••• I•••left May 4, 2021, registered Apr 30, 2021 (-4 days) · Affiliated broker-dealer or bank to another
- R•••••• E•••••••• B••••• left O•••• W•••••• I••• for N•••• W••••• P••••••• (registered 2026-06-18)Oct 13, 2025 · 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