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.
G•••• S•••• G••••
- Title
- Co-founder & Managing Partnerreportednoblewealth.partnersfirm 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.
- N•••• W••••• P••••••• independent RIA currentsince Sep 24, 2018 · Denver, Co
- L•• F•••••••• L•• BD affiliatedNov 30, 2016 to Aug 27, 2018 · Denver, Co
- L•• F•••••••• L•• BD affiliatedJan 20, 2015 to Oct 19, 2016 · Steamboat Springs, Co
- L•• F•••••••• L•• to N•••• W••••• P•••••••left Aug 27, 2018, registered Sep 24, 2018 (28 days) · RIA to RIA
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
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address