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.
Matthew Wade Mcintyre
- Title
- CEO & Founderreportedpeakamericanfinancial.comfirm site, Sep 15, 2026
- Founder
- “Matthew McIntyre, CEO & Founder | Retirement Planning Firm”reportedpeakamericanfinancial.comthe sentence on the bio page
- Professional profile
- peakamericanfinancial.com/team/matthew-mcintyrereportedpeakamericanfinancial.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.
- Peak American Investment Advisors, Inc. independent RIA currentsince Sep 13, 2018 · Plano, Tx
- Ae Wealth Management, LLC BD affiliatedNov 21, 2017 to Mar 12, 2018 · Plano, Tx
- Secure Investment Management, LLC independent RIASep 28, 2016 to Sep 27, 2017 · Frisco, Tx
- Ae Wealth Management, LLC to Peak American Investment Advisors, Inc.left Mar 12, 2018, registered Sep 13, 2018 (185 days) · RIA to RIA
- Secure Investment Management, LLC to Ae Wealth Management, LLCleft Sep 27, 2017, registered Nov 21, 2017 (55 days) · Other
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
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address