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.
Adam Clark Harding
- Business email
- adam@hardingwealth.comreportedhardingwealth.comfirm 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.
- Harding Wealth, Inc. independent RIA currentsince Mar 16, 2021 · Tempe, Az
- Alpha Fiduciary independent RIAFeb 4, 2013 to Jan 29, 2016 · Phoenix, Az
- Oxford Investment Partners, LLC formerDec 3, 2012 to Dec 31, 2012 · Phoenix, Az
- Oxford Investment Partners, LLC formerMay 4, 2012 to Sep 18, 2012 · Phoenix, Az
- Alpha Fiduciary to Harding Wealth, Inc.left Jan 29, 2016, registered Mar 16, 2021 (1873 days) · Other
- Oxford Investment Partners, LLC to Alpha Fiduciaryleft Dec 31, 2012, registered Feb 4, 2013 (35 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
- 15derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address