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.
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- Title
- Wealth Advisorreportedcreekmurwealth.comfirm site, Sep 15, 2026
- Designations
- CEPAreportedcreekmurwealth.comas printed on the bio page, Sep 16, 2026
- Years, as the firm states
- 9reportedcreekmurwealth.com“With 9+ years of experience in the financial industry, from client services to financial planner, Emily works closely with individuals to understand their true goals and enjoys building solutions to help them get where t”
- Business email
- emily@creekmurwealth.comreportedcreekmurwealth.comfirm site, Sep 15, 2026
- Direct business phone
- 540-266-3100reportedcreekmurwealth.comfirm site, Sep 15, 2026
- Professional profile
- creekmurwealth.com/our-team/emily-elfallahreportedcreekmurwealth.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.
- C••••••• A•••• M••••••••• L•• independent RIA currentsince Mar 20, 2025 · Roanoke, Va
- I•••••••• F•••••••• P•••••••• I••• unclassifiedApr 7, 2023 to Mar 20, 2025 · Roanoke, Va
- I•••••••• F•••••••• P•••••••• I••• to C••••••• A•••• M••••••••• L••left Mar 20, 2025, registered Mar 20, 2025 (0 days) · Other · moved with a team
- Emily Elizabeth Elfallah left Integrity Financial Planning, Inc. for Creekmur Asset Management, Llc (registered 2025-03-20)Mar 20, 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
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address