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.
R••••• H•••• H••••••••
- Title
- Senior Wealth Advisorreportedmissionwealth.comfirm site, Sep 15, 2026
- Designations
- CFP, CEPAreportedmissionwealth.comas printed on the bio page, Sep 16, 2026
- Professional profile
- missionwealth.com/team/robert-himmelmanreportedmissionwealth.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.
- M•••••• W••••• M••••••••• L• independent RIA currentsince May 22, 2025 · Scottsdale, Az
- F•••••••• F••••• O••••• independent RIAJun 26, 2024 to May 22, 2025 · Scottsdale, Az
- S•••••• W••••• P•••••••• L•• BD affiliatedFeb 27, 2024 to Mar 28, 2024 · Scottsdale, Az
- T•• W••••• M••••••••• formerMay 13, 2022 to Feb 28, 2023 · Scottsdale, Az
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseDec 1, 2021 to Apr 25, 2022 · Scottsdale, Az
- F••••••• P••••••• A•• W•••••••• A••••••• formerAug 20, 2020 to Nov 30, 2021 · Phoenix, Az
- U•• F•••••••• S••••••• I••• wirehouseMar 3, 2016 to Jul 9, 2020 · Weehawken, Nj
- F•••••••• F••••• O••••• to M•••••• W••••• M••••••••• L•left May 22, 2025, registered May 22, 2025 (0 days) · RIA to RIA
- S•••••• W••••• P•••••••• L•• to F•••••••• F••••• O•••••left Mar 28, 2024, registered Jun 26, 2024 (90 days) · Affiliated broker-dealer or bank to independent RIA
- T•• W••••• M••••••••• to S•••••• W••••• P•••••••• L••left Feb 28, 2023, registered Feb 27, 2024 (364 days) · RIA to affiliated broker-dealer or bank
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to T•• W••••• M•••••••••left Apr 25, 2022, registered May 13, 2022 (18 days) · Wirehouse to independent RIA
- F••••••• P••••••• A•• W•••••••• A••••••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Nov 30, 2021, registered Dec 1, 2021 (1 days) · Affiliated broker-dealer or bank to wirehouse
- U•• F•••••••• S••••••• I••• to F••••••• P••••••• A•• W•••••••• A•••••••left Jul 9, 2020, registered Aug 20, 2020 (42 days) · Wirehouse to affiliated broker-dealer or bank
- R••••• H•••• H•••••••• left F•••••••• F••••• O••••• for M•••••• W••••• M••••••••• L• (registered 2025-05-22)May 22, 2025 · Advisor changed firm · fact
- R••••• H•••• H•••••••• left S•••••• W••••• P•••••••• L•• for F•••••••• F••••• O••••• (registered 2024-06-26)Mar 28, 2024 · Advisor changed firm · fact
- R••••• H•••• H•••••••• left T•• W••••• M••••••••• for S•••••• W••••• P•••••••• L•• (registered 2024-02-27)Feb 28, 2023 · Advisor changed firm · fact
- R••••• H•••• H•••••••• left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for T•• W••••• M••••••••• (registered 2022-05-13)Apr 25, 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
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address