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.
P••• M• B•••••••••
- Title
- Managing Partnerreportedaltawealthadvisors.comfirm site, Sep 16, 2026
- Founder
- “Paul Brissenden is the Co-Founder and Managing Partner of Alta Wealth Advisors.”reportedaltawealthadvisors.comthe sentence on the bio page
- Partner or owner
- “Paul Brissenden is the Co-Founder and Managing Partner of Alta Wealth Advisors.”reportedaltawealthadvisors.comthe sentence on the bio page
- Business email
- pbrissenden@altawealthadvisors.comreportedaltawealthadvisors.comfirm site, Sep 16, 2026
- Direct business phone
- 781-996-2143reportedaltawealthadvisors.comfirm site, Sep 16, 2026
- Professional profile
- altawealthadvisors.com/team/paul-brissendenreportedaltawealthadvisors.comfirm site, Sep 16, 2026
- Professional profile
- linkedin.com/in/paul-brissendenreportedaltawealthadvisors.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.
- A••• W••••• A••••••• L•• independent RIA currentsince Apr 30, 2018 · Woburn, Ma
- P••••••• P•••••• W•••••• L•• formerDec 15, 2016 to May 23, 2018 · Burlington, Ma
- S•••••••• S••••••••• BD affiliatedSep 26, 2012 to Dec 21, 2016 · Methuen, Ma
- L•• F•••••••• L•• BD affiliatedFeb 6, 2012 to Sep 19, 2012 · Methuen, Ma
- P••••••• P•••••• W•••••• L•• to A••• W••••• A••••••• L••left May 23, 2018, registered Apr 30, 2018 (-23 days) · RIA to a newly registered adviser · moved with a team
- S•••••••• S••••••••• to P••••••• P•••••• W•••••• L••left Dec 21, 2016, registered Dec 15, 2016 (-6 days) · Other · moved with a team
- L•• F•••••••• L•• to S•••••••• S•••••••••left Sep 19, 2012, registered Sep 26, 2012 (7 days) · corporate re-registration, not a move
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