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.
J••••• C• M•••••
- L••••• W••••• M••••••••• L•• independent RIA currentsince Oct 23, 2018 · Boise, Id
- S•••••••• A••••••• L•• national BDNov 26, 2008 to Jun 9, 2010 · American Fork, Ut
- S•••••••• A••••••• L•• to L••••• W••••• M••••••••• L••left Jun 9, 2010, registered Oct 23, 2018 (3058 days) · Affiliated broker-dealer or bank to independent RIA
- J••••• C• M•••••, registered through L••••• W••••• M••••••••• L•• (Woods Cross, UT), is a direct owner of Altura Private Wealth LLC, an adviser first registered 2026-07-21; in 2023-2025, 164 of 330 such owners registered at this class of firm moved to the new adviser within a year, median 92 days after the filingJul 21, 2026 · Owner of a newly registered adviser · 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