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.
Justin Michael Dyer
- Title
- CIO, Partner, Family Office Advisorreportedathletefamilyoffice.comfirm site, Sep 15, 2026
- Designations
- CFP, CFAreportedathletefamilyoffice.comas printed on the bio page, Sep 16, 2026
- Partner or owner
- “Justin Dyer CFP®, CFA | CIO, Partner, Family Office Advisor”reportedathletefamilyoffice.comthe sentence on the bio page
- Professional profile
- athletefamilyoffice.com/advisors/justin-dyerreportedathletefamilyoffice.comfirm site, Sep 15, 2026
- Professional profile
- linkedin.com/in/justin-dyer-cfa-cfpreportedathletefamilyoffice.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.
- Awm Capital, LLC independent RIA currentsince Apr 12, 2019 · Los Angeles, Ca
- Addwealth Advisors, LLC unclassifiedApr 30, 2020 to Feb 26, 2021 · Pasadena, Ca
- Retirement Wellness Group institutionalApr 12, 2019 to Jan 18, 2023 · Pasadena, Ca
- Bridge Advisory LLC formerApr 12, 2019 to Jun 15, 2022 · Pasadena, Ca
- Waypoint Wealth Partners formerSep 10, 2013 to Nov 2, 2016 · Mill Valley, Ca
- Roof Eidam Maycock Peralta LLC independent RIAMar 11, 2011 to Sep 20, 2013 · San Francisco, Ca
- LPL Financial LLC BD affiliatedSep 8, 2009 to Feb 13, 2012 · San Francisco, Ca
- Associated Securities Corp. unclassifiedOct 8, 2008 to Sep 8, 2009 · San Francisco, Ca
- Retirement Wellness Group to Awm Capital, LLCleft Jan 18, 2023, registered Apr 12, 2019 (-1377 days) · Other
- Bridge Advisory LLC to Retirement Wellness Groupleft Jun 15, 2022, registered Apr 12, 2019 (-1160 days) · Other
- Addwealth Advisors, LLC to no registered destinationleft Feb 26, 2021 · Departure, no registered destination
- Waypoint Wealth Partners to Bridge Advisory LLCleft Nov 2, 2016, registered Apr 12, 2019 (891 days) · Other
- Roof Eidam Maycock Peralta LLC to Waypoint Wealth Partnersleft Sep 20, 2013, registered Sep 10, 2013 (-10 days) · Other
- LPL Financial LLC to Roof Eidam Maycock Peralta LLCleft Feb 13, 2012, registered Mar 11, 2011 (-339 days) · Other
- Associated Securities Corp. to LPL Financial LLCleft Sep 8, 2009, registered Sep 8, 2009 (0 days) · Other
- Justin Michael Dyer left Retirement Wellness Group for Awm Capital, Llc (registered 2019-04-12)Jan 18, 2023 · Advisor changed firm · fact
- Justin Michael Dyer left Bridge Advisory Llc for Retirement Wellness Group (registered 2019-04-12)Jun 15, 2022 · 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