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

Austin James Delery

Entrewealthindependent RIAAustin, Tx dual registrantIAPD 6471099
Certified Financial Planner
Feed of 09/16/2026
At current firm
0 y
since Sep 15, 2026
In the industry
11 y
since Mar 1, 2015 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
n/a
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
  • Entrewealth independent RIA current
    since Sep 15, 2026 · Austin, Tx
  • Cwm, LLC BD affiliated
    Jan 6, 2021 to Sep 9, 2026 · New Orleans, La
Moves
a registration end followed by a registration begin elsewhere
  • Cwm, LLC to Entrewealth
    left Sep 9, 2026, registered Sep 15, 2026 (6 days) · Affiliated broker-dealer or bank to independent RIA
Signals
  • Austin James Delery registered as an investment adviser representative at Entrewealth
    Sep 15, 2026 · Advisor registered · fact
  • Austin James Delery left Cwm, LLC for Entrewealth (registered 2026-09-15)
    Sep 9, 2026 · 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
11derivedfrom the earliest dated exam, employment or registration
Not published
disclosure flags, outside business text, branch street address