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.
J••• G•••••• V•••••••
- Title
- Senior Wealth Advisorreportedhubrpw.comfirm site, Sep 15, 2026
- Designations
- CFPreportedhubrpw.comas printed on the bio page, Sep 16, 2026
- Professional profile
- hubrpw.com/advisors/hip/garrett-vannemanreportedhubrpw.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.
- G••••• R••••••••• P••••••• L•• institutional currentsince Apr 6, 2026 · San Rafael, Ca
- H•• I••••••••• P•••••••• L•• independent RIA currentsince Jan 20, 2025 · Roseville, Ca
- O•••• W•••••• I••• BD affiliatedNov 2, 2018 to Nov 19, 2024 · Roseville, Ca
- S••••••• I••••••••• I••• formerApr 5, 2011 to Nov 2, 2018 · Lafayette, Ca
- O•••• W•••••• I••• to H•• I••••••••• P•••••••• L••left Nov 19, 2024, registered Jan 20, 2025 (62 days) · Affiliated broker-dealer or bank to independent RIA
- S••••••• I••••••••• I••• to O•••• W•••••• I•••left Nov 2, 2018, registered Nov 2, 2018 (0 days) · corporate re-registration, not a move
- J••• G•••••• V••••••• left O•••• W•••••• I••• for H•• I••••••••• P•••••••• L•• (registered 2025-01-20)Nov 19, 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
- Institutional managerderived
- Years in industry
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address