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.
A•••••••• P•••••••• C•••
- Title
- Partner & Senior Advisorreportedpetersonwealth.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.
- P••••••• W••••• A•••••••• L•• independent RIA currentsince Oct 15, 2018 · Orem, Ut
- D•••• W••••• A••••••• independent RIAApr 21, 2017 to Oct 1, 2018 · Lehi, Ut
- L•••••••• P••••••• S•••••••• L•• formerJan 21, 2015 to Apr 3, 2017 · Scottsdale, Az
- D•••• W••••• A••••••• to P••••••• W••••• A•••••••• L••left Oct 1, 2018, registered Oct 15, 2018 (14 days) · RIA to RIA
- L•••••••• P••••••• S•••••••• L•• to D•••• W••••• A•••••••left Apr 3, 2017, registered Apr 21, 2017 (18 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
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address