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.
Angela Meagan Smith
- Business email
- angelasmith@maslow-wealth.comreportedmaslow-wealth.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.
- Maslow Wealth Advisors independent RIA currentsince Jun 1, 2017 · Austin, Tx
- Bentoak Capital independent RIAJan 2, 2015 to Jun 7, 2017 · Weatherford, Tx
- LPL Financial LLC BD affiliatedOct 10, 2012 to Jan 25, 2016 · Weatherford, Tx
- Chase Investment Services Corp. formerJan 3, 2012 to Sep 6, 2012 · Weatherford, Tx
- Bentoak Capital to Maslow Wealth Advisorsleft Jun 7, 2017, registered Jun 1, 2017 (-6 days) · Other
- LPL Financial LLC to Bentoak Capitalleft Jan 25, 2016, registered Jan 2, 2015 (-388 days) · Other · moved with a team
- Chase Investment Services Corp. to LPL Financial LLCleft Sep 6, 2012, registered Oct 10, 2012 (34 days) · Other
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
- 16derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address