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••• B•••• M••••••
- Business email
- ryanm@westshorewealth.comreportedwestshorewealth.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.
- W•••••••• W••••• independent RIA currentsince Dec 18, 2018 · Newport Beach, Ca
- R•• W••••• A••••••• formerMar 17, 2015 to Aug 29, 2016 · Irvine, Ca
- B••••• A••••••• L•• formerJan 27, 2012 to Mar 28, 2014 · Newport Beach, Ca
- F•••••••• A••••••• N••••••• I••• independent RIAJan 14, 2011 to Feb 2, 2012 · Tustin, Ca
- F•••••••• A••••••• N••••••• I••• independent RIASep 8, 2010 to Dec 31, 2010 · Tustin, Ca
- L•• F•••••••• L•• BD affiliatedMay 21, 2010 to Oct 27, 2011 · Tustin, Ca
- R•• W••••• A••••••• to W•••••••• W•••••left Aug 29, 2016, registered Dec 18, 2018 (841 days) · Other
- B••••• A••••••• L•• to R•• W••••• A•••••••left Mar 28, 2014, registered Mar 17, 2015 (354 days) · Other
- F•••••••• A••••••• N••••••• I••• to B••••• A••••••• L••left Feb 2, 2012, registered Jan 27, 2012 (-6 days) · Other
- L•• F•••••••• L•• to F•••••••• A••••••• N••••••• I•••left Oct 27, 2011, registered Sep 8, 2010 (-414 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
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address