DFX Intelligence

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.

Registered advisor

Daniella Friend

Western Wealth Management LLCindependent RIAGreenwood Village, Codual registrantIAPD 6083148

Feed of 09/14/2026

Also filed as Daniella Marie Sucato

At current firm

0 y

since Oct 21, 2025

In the industry

15 y

since Sep 1, 2011 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Western Wealth Management LLC independent RIA current
since Oct 21, 2025 · Greenwood Village, Co
Gps Wealth Strategies Group, LLC former
Feb 6, 2025 to Nov 19, 2025 · Greenwood Village, Co
Arax Advisory Partners BD affiliated
Dec 8, 2024 to Feb 4, 2025 · Littleton, Co
Cedrus former
Aug 22, 2023 to Mar 26, 2025 · Castle Pines, Co
First Trust Advisors LP asset manager
May 2, 2017 to May 28, 2021 · Wheaton, Il
Bondwave Advisors former
Oct 3, 2012 to Nov 1, 2016 · Wheaton, Il

Moves

a registration end followed by a registration begin elsewhere

Gps Wealth Strategies Group, LLC to Western Wealth Management LLC
left Nov 19, 2025, registered Oct 21, 2025 (-29 days) · RIA to RIA · moved with a team
Cedrus to Arax Advisory Partners
left Mar 26, 2025, registered Dec 8, 2024 (-108 days) · RIA to RIA · moved with a team
Arax Advisory Partners to Gps Wealth Strategies Group, LLC
left Feb 4, 2025, registered Feb 6, 2025 (2 days) · RIA to RIA
First Trust Advisors LP to Cedrus
left May 28, 2021, registered Aug 22, 2023 (816 days) · Other
Bondwave Advisors to First Trust Advisors LP
left Nov 1, 2016, registered May 2, 2017 (182 days) · channel change inside one enterprise, not a move

Signals

Daniella Friend left Gps Wealth Strategies Group, Llc for Western Wealth Management Llc (registered 2025-10-21)
Nov 19, 2025 · Advisor changed firm · fact
Daniella Friend left Cedrus for Arax Advisory Partners (registered 2024-12-08)
Mar 26, 2025 · Advisor changed firm · fact
Daniella Friend left Arax Advisory Partners for Gps Wealth Strategies Group, Llc (registered 2025-02-06)
Feb 4, 2025 · Advisor changed firm · fact

Transition signals

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.

Provenance

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