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•••••• W••••• L••••
- Business email
- tony@alphazerowealth.comreportedalphazerowealth.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.
- A•••• Z••• L•• independent RIA currentsince Jun 21, 2022 · Boca Raton, Fl
- T•••••• P•••• A•••••••• L•• independent RIAFeb 28, 2020 to May 6, 2022 · Wilton, Ct
- M•• I•••••••• S•••••••• L•• BD affiliatedMar 25, 2017 to Mar 4, 2020 · Glastonbury, Ct
- M•• F•••••••• S•••••••• I••• formerDec 3, 2015 to Mar 25, 2017 · Glastonbury, Ct
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseMar 13, 2015 to Jul 6, 2015 · West Hartford, Ct
- T•••••• P•••• A•••••••• L•• to A•••• Z••• L••left May 6, 2022, registered Jun 21, 2022 (46 days) · RIA to a newly registered adviser · moved with a team
- M•• I•••••••• S•••••••• L•• to T•••••• P•••• A•••••••• L••left Mar 4, 2020, registered Feb 28, 2020 (-5 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
- M•• F•••••••• S•••••••• I••• to M•• I•••••••• S•••••••• L••left Mar 25, 2017, registered Mar 25, 2017 (0 days) · corporate re-registration, not a move
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to M•• F•••••••• S•••••••• I•••left Jul 6, 2015, registered Dec 3, 2015 (150 days) · Other · moved with a team
- A•••••• W••••• L•••• left T•••••• P•••• A•••••••• L•• for A•••• Z••• L•• (registered 2022-06-21)May 6, 2022 · Advisor changed firm · fact
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