DFX Intelligence
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.
Feed of 09/15/2026
Also filed as Wesley M. White
At current firm
0 y
since Sep 10, 2026
In the industry
19 y
since Feb 1, 2007 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Altruist Advisors LLC no RAUM currentsince Sep 10, 2026 · Raleigh, Nc
- Brookstone Capital Management LLC independent RIAJan 14, 2022 to Sep 9, 2026 · Raleigh, Nc
- Brookstone Asset Management, LLC asset managerJan 28, 2015 to Dec 31, 2021 · Raleigh, Nc
- Brookstone Wealth Advisors, LLC no RAUMMar 28, 2014 to Sep 9, 2026 · Raleigh, Nc
Moves
a registration end followed by a registration begin elsewhere
- Brookstone Wealth Advisors, LLC to Brookstone Asset Management, LLCleft Sep 9, 2026, registered Jan 28, 2015 (-4242 days) · Other
- Brookstone Capital Management LLC to Altruist Advisors LLCleft Sep 9, 2026, registered Sep 10, 2026 (1 days) · RIA to a newly registered adviser · moved with a team
- Brookstone Asset Management, LLC to Brookstone Capital Management LLCleft Dec 31, 2021, registered Jan 14, 2022 (14 days) · RIA to RIA · moved with a team
Signals
- Wesley Michael White left Brookstone Capital Management Llc for Altruist Advisors Llc (registered 2026-09-10)Sep 9, 2026 · Advisor changed firm · fact
- Wesley Michael White left Brookstone Wealth Advisors, Llc for Brookstone Asset Management, Llc (registered 2015-01-28)Sep 9, 2026 · Advisor changed firm · fact
Transition signals
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.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- No RAUM reportedderived
- Years in industry
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address