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••• M•••• R••••
- Title
- Financial Advisorreportedshahwealthadvisors.comfirm site, Sep 15, 2026
- Designations
- CFP, APMAreportedshahwealthadvisors.comas printed on the bio page, Sep 16, 2026
- Professional profile
- shahwealthadvisors.com/person/arpy-ravalreportedshahwealthadvisors.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.
- S••• W••••• A••••••• independent RIA currentsince Apr 2, 2026 · Chino Hills, Ca
- A••••••••• F•••••••• S•••••••• L•• national BDJun 3, 2022 to Apr 9, 2026 · Chino Hills, Ca
- L•• F•••••••• L•• BD affiliatedNov 29, 2017 to Oct 8, 2020 · Claremont, Ca
- N••••••• P••••••• C••••••••• •••• O• A••••••• I• F• • N•• formerMar 4, 2016 to Nov 29, 2017 · West Covina, Ca
- A••••••••• F•••••••• S•••••••• L•• to S••• W••••• A•••••••left Apr 9, 2026, registered Apr 2, 2026 (-7 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
- L•• F•••••••• L•• to A••••••••• F•••••••• S•••••••• L••left Oct 8, 2020, registered Jun 3, 2022 (603 days) · Affiliated broker-dealer or bank to another
- N••••••• P••••••• C••••••••• •••• O• A••••••• I• F• • N•• to L•• F•••••••• L••left Nov 29, 2017, registered Nov 29, 2017 (0 days) · Other · moved with a team
- A••• M•••• R•••• left A••••••••• F•••••••• S•••••••• L•• for S••• W••••• A••••••• (registered 2026-04-02)Apr 9, 2026 · 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
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address