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•••• G••••• W•••••
- Title
- Financial Advisor, Vice President of Qualified Plansreportedspartanwealth.comfirm site, Sep 15, 2026
- Direct business phone
- 248-297-6600reportedspartanwealth.comfirm site, Sep 15, 2026
- Professional profile
- linkedin.com/in/xander-wagner-56634926reportedspartanwealth.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••••• M••••••••• independent RIA currentsince Nov 19, 2024 · Bingham Farms, Mi
- C•••••• G•••• • C• I•• formerNov 11, 2020 to Jul 7, 2025 · Birmingham, Mi
- C•••••••• I••••••••• R••••••• A•••••••• I••• BD affiliatedMar 2, 2018 to Nov 24, 2020 · Grosse Pointe Woods, Mi
- C•••••• G•••• • C• I•• to S•••••• W••••• M•••••••••left Jul 7, 2025, registered Nov 19, 2024 (-230 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
- C•••••••• I••••••••• R••••••• A•••••••• I••• to C•••••• G•••• • C• I••left Nov 24, 2020, registered Nov 11, 2020 (-13 days) · Affiliated broker-dealer or bank to another · moved with a team
- A•••• G••••• W••••• left C•••••• G•••• • C• I•• for S•••••• W••••• M••••••••• (registered 2024-11-19)Jul 7, 2025 · 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