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.
E••••• C•••••••••
- Title
- Wealth Advisorreportedpresidiowealth.comfirm site, Sep 16, 2026
- Years, as the firm states
- 17reportedpresidiowealth.com“With over 17 years in the financial services industry, E••••• offers a unique blend of expertise in investment management, business development and investor education.”
- Direct business phone
- 801-290-3201reportedpresidiowealth.comfirm site, Sep 16, 2026
- Professional profile
- presidiowealth.com/team/elijah-christensenreportedpresidiowealth.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.
- P••••••• W••••• M••••••••• independent RIA currentsince Nov 20, 2024 · Midvale, Ut
- O••••••••• institutionalJul 31, 2024 to Jan 21, 2025 · Vineyard, Ut
- M••••• S•••••• wirehouseDec 21, 2022 to Jun 5, 2024 · Sandy, Ut
- E•••••• C•••••• M••••••••• L•• formerSep 8, 2015 to Sep 5, 2023 · Sandy, Ut
- T• A••••••••• I••••••••• M••••••••• L•• formerSep 14, 2012 to Aug 21, 2015 · Draper, Ut
- T• A••••••••• I••• formerSep 14, 2012 to Aug 21, 2015 · Draper, Ut
- E•••••••• A•••••••• L•• national BDFeb 11, 2008 to May 11, 2011 · Honolulu, Hi
- O••••••••• to P••••••• W••••• M•••••••••left Jan 21, 2025, registered Nov 20, 2024 (-62 days) · Other
- M••••• S•••••• to O•••••••••left Jun 5, 2024, registered Jul 31, 2024 (56 days) · Other
- E•••••• C•••••• M••••••••• L•• to M••••• S••••••left Sep 5, 2023, registered Dec 21, 2022 (-258 days) · corporate re-registration, not a move
- T• A••••••••• I••••••••• M••••••••• L•• to E•••••• C•••••• M••••••••• L••left Aug 21, 2015, registered Sep 8, 2015 (18 days) · Other
- T• A••••••••• I••• to T• A••••••••• I••••••••• M••••••••• L••left Aug 21, 2015, registered Sep 14, 2012 (-1071 days) · channel change inside one enterprise, not a move
- E•••••••• A•••••••• L•• to T• A••••••••• I•••left May 11, 2011, registered Sep 14, 2012 (492 days) · Affiliated broker-dealer or bank to a newly registered adviser
- E••••• C••••••••• left O••••••••• for P••••••• W••••• M••••••••• (registered 2024-11-20)Jan 21, 2025 · Advisor changed firm · fact
- E••••• C••••••••• left M••••• S•••••• for O••••••••• (registered 2024-07-31)Jun 5, 2024 · 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