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.
- Title
- Managing Partnerreportedvistamarkllc.comfirm site, Sep 15, 2026
- Business email
- wseyfarth@vistamarkllc.comreportedvistamarkllc.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.
- V•••••••• I••••••••• mixed wealth currentsince Oct 23, 2025 · Hinsdale, Il
- A••••••••• L••• otherAug 7, 2023 to Sep 17, 2025 · Chicago, Il
- K•••••• W••••• M••••••••• independent RIAFeb 7, 2022 to Apr 13, 2023 · Chicago, Il
- G•••••• S•••• W••••• S•••••••• L••• BD affiliatedAug 30, 2019 to Dec 15, 2021 · Deerfield, Il
- D••••••••• F••• A••••••• L• asset managerAug 7, 2018 to Mar 29, 2019 · Austin, Tx
- A••••••••• L••• to V•••••••• I•••••••••left Sep 17, 2025, registered Oct 23, 2025 (36 days) · Other
- K•••••• W••••• M••••••••• to A••••••••• L•••left Apr 13, 2023, registered Aug 7, 2023 (116 days) · Other
- G•••••• S•••• W••••• S•••••••• L••• to K•••••• W••••• M•••••••••left Dec 15, 2021, registered Feb 7, 2022 (54 days) · Affiliated broker-dealer or bank to independent RIA
- D••••••••• F••• A••••••• L• to G•••••• S•••• W••••• S•••••••• L•••left Mar 29, 2019, registered Aug 30, 2019 (154 days) · Other
- W•••••• S••••••• left A••••••••• L••• for V•••••••• I••••••••• (registered 2025-10-23)Sep 17, 2025 · Advisor changed firm · fact
- W•••••• S••••••• left K•••••• W••••• M••••••••• for A••••••••• L••• (registered 2023-08-07)Apr 13, 2023 · 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
- Wealth manager with institutional or fund businessderived
- Years in industry
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address