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.
W•••••• J••• W•••••
- Title
- Senior Wealth Advisorreportedmissionwealth.comfirm site, Sep 15, 2026
- Designations
- CFPreportedmissionwealth.comas printed on the bio page, Sep 16, 2026
- Professional profile
- missionwealth.com/team/bill-wernerreportedmissionwealth.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.
- M•••••• W••••• M••••••••• L• independent RIA currentsince Jan 12, 2026 · Bryn Mawr, Pa
- V••••••• A•••••••• I••• BD affiliatedApr 11, 2023 to Dec 31, 2025 · Malvern, Pa
- F•••• independent RIAApr 22, 2021 to Jan 6, 2023 · West Palm Beach, Fl
- C••••••• P•••••• W••••• BD affiliatedAug 21, 2020 to Apr 23, 2021 · Tarrytown, Ny
- A••••• A•• P••••••• S••••••• BD affiliatedSep 29, 2016 to Aug 12, 2020 · Radnor, Pa
- T• A••••••••• I••• formerJun 10, 2015 to Sep 19, 2016 · Radnor, Pa
- T• A••••••••• I••••••••• M••••••••• L•• formerJun 10, 2015 to Sep 19, 2016 · Radnor, Pa
- U••••• C•••••• F•••••••• A••••••• independent RIAJun 30, 2014 to Jun 1, 2015 · North Wales, Pa
- P•• W••••• M••••••••• BD affiliatedFeb 13, 2013 to Jun 10, 2014 · Philadelphia, Pa
- V••••••• A•••••••• I••• to M•••••• W••••• M••••••••• L•left Dec 31, 2025, registered Jan 12, 2026 (12 days) · Affiliated broker-dealer or bank to independent RIA
- F•••• to V••••••• A•••••••• I•••left Jan 6, 2023, registered Apr 11, 2023 (95 days) · RIA to affiliated broker-dealer or bank
- C••••••• P•••••• W••••• to F••••left Apr 23, 2021, registered Apr 22, 2021 (-1 days) · RIA to RIA
- A••••• A•• P••••••• S••••••• to C••••••• P•••••• W•••••left Aug 12, 2020, registered Aug 21, 2020 (9 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
- T• A••••••••• I••••••••• M••••••••• L•• to T• A••••••••• I•••left Sep 19, 2016, registered Jun 10, 2015 (-467 days) · channel change inside one enterprise, not a move
- T• A••••••••• I••• to T• A••••••••• I••••••••• M••••••••• L••left Sep 19, 2016, registered Jun 10, 2015 (-467 days) · Other
- U••••• C•••••• F•••••••• A••••••• to T• A••••••••• I•••left Jun 1, 2015, registered Jun 10, 2015 (9 days) · Other
- P•• W••••• M••••••••• to U••••• C•••••• F•••••••• A•••••••left Jun 10, 2014, registered Jun 30, 2014 (20 days) · Other
- W•••••• J••• W••••• left V••••••• A•••••••• I••• for M•••••• W••••• M••••••••• L• (registered 2026-01-12)Dec 31, 2025 · Advisor changed firm · fact
- W•••••• J••• W••••• left Facet for V••••••• A•••••••• I••• (registered 2023-04-11)Jan 6, 2023 · 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
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address