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.
D•••• M•••••• D•••••••
- Professional profile
- dewpointcap.com/david-dietrichreporteddewpointcap.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.
- D•• P•••• C•••••• independent RIA currentsince Dec 24, 2025 · Los Angeles, Ca
- A•••••••• C•••••• A•••••••• L•• formerJan 10, 2018 to Jul 23, 2021 · Los Angeles, Ca
- A•••••••• C•••••• A•••••••• L•• formerOct 24, 2016 to Dec 31, 2017 · Los Angeles, Ca
- C••••• A•••••• N••••••• L•• formerJun 23, 2016 to Sep 7, 2016 · Long Beach, Ca
- U•• F•••••••• S••••••• I••• wirehouseJun 14, 2013 to Feb 22, 2016 · Sherman Oaks, Ca
- A••••••••• F•••••••• S•••••••• L•• national BDJan 17, 2012 to Jul 2, 2013 · Woodland Hills, Ca
- M••••• S•••••• wirehouseJun 29, 2011 to Jan 19, 2012 · Woodland Hills, Ca
- A•••••••• C•••••• A•••••••• L•• to D•• P•••• C••••••left Jul 23, 2021, registered Dec 24, 2025 (1615 days) · RIA to RIA
- C••••• A•••••• N••••••• L•• to A•••••••• C•••••• A•••••••• L••left Sep 7, 2016, registered Oct 24, 2016 (47 days) · Other
- U•• F•••••••• S••••••• I••• to C••••• A•••••• N••••••• L••left Feb 22, 2016, registered Jun 23, 2016 (122 days) · Other
- A••••••••• F•••••••• S•••••••• L•• to U•• F•••••••• S••••••• I•••left Jul 2, 2013, registered Jun 14, 2013 (-18 days) · Affiliated broker-dealer or bank to wirehouse
- M••••• S•••••• to A••••••••• F•••••••• S•••••••• L••left Jan 19, 2012, registered Jan 17, 2012 (-2 days) · Wirehouse to affiliated broker-dealer or bank
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