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

Reese Edward Hinton

Madrid Wealth Managementindependent RIAScottsdale, AzIA-onlyIAPD 6701500

Certified Financial Planner

Feed of 09/14/2026

At current firm

1 y

since Aug 11, 2025

In the industry

10 y

since Aug 1, 2016 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Chief Investment Officer/ Wealth Advisorreportedmadridwm.comfirm site, Sep 16, 2026
Designations: CPA, CFPreportedmadridwm.comas printed on the bio page, Sep 16, 2026
Business email: reese@madridwm.comreportedmadridwm.comfirm site, Sep 16, 2026
Direct business phone: 505-396-2993reportedmadridwm.comfirm site, Sep 16, 2026
Professional profile: madridwm.com/team/reese-hintonreportedmadridwm.comfirm site, Sep 16, 2026
Professional profile: linkedin.com/in/reese-hintonreportedmadridwm.comfirm site, Sep 16, 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.

Registration history

IAPD current and previous registrations

Madrid Wealth Management independent RIA current
since Aug 11, 2025 · Scottsdale, Az
Integrated Wealth LLC unclassified
Jun 26, 2024 to Sep 17, 2025 · Scottsdale, Az
Redw Wealth LLC mixed wealth
Oct 27, 2021 to Oct 2, 2023 · Phoenix, Az
Phoenician Wealth Management, LLC unclassified
Jun 12, 2020 to Jun 22, 2021 · Scottsdale, Az
Schwab Wealth Advisory, Inc. no RAUM
Jun 15, 2018 to Dec 18, 2019 · Phoenix, Az
Charles Schwab & Co., Inc. national BD
Oct 18, 2017 to Nov 21, 2019 · Phoenix, Az

Moves

a registration end followed by a registration begin elsewhere

Integrated Wealth LLC to Madrid Wealth Management
left Sep 17, 2025, registered Aug 11, 2025 (-37 days) · Other
Redw Wealth LLC to Integrated Wealth LLC
left Oct 2, 2023, registered Jun 26, 2024 (268 days) · Other
Phoenician Wealth Management, LLC to Redw Wealth LLC
left Jun 22, 2021, registered Oct 27, 2021 (127 days) · Other
Schwab Wealth Advisory, Inc. to Phoenician Wealth Management, LLC
left Dec 18, 2019, registered Jun 12, 2020 (177 days) · Other
Charles Schwab & Co., Inc. to Schwab Wealth Advisory, Inc.
left Nov 21, 2019, registered Jun 15, 2018 (-524 days) · channel change inside one enterprise, not a move

Signals

Reese Edward Hinton left Integrated Wealth Llc for Madrid Wealth Management (registered 2025-08-11)
Sep 17, 2025 · Advisor changed firm · fact
Reese Edward Hinton left Redw Wealth Llc for Integrated Wealth Llc (registered 2024-06-26)
Oct 2, 2023 · 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: 10derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address