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.

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.

Registered advisor

A••••• E•••••• B•••

I••••••••• C•••••• P•••••••independent RIAPittsburgh, PaIA-onlyIAPD 703998

Certified Financial Planner

Feed of 09/14/2026

Also filed as Amie E Baum

At current firm

6 y

since Jun 12, 2020

In the industry

46 y

since Jan 29, 1980 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

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: Founder & Executive Chairmanreportedinterchangecp.comfirm site, Sep 15, 2026
Designations: CFPreportedinterchangecp.comas printed on the bio page, Sep 16, 2026
Founder: “Baum is the Founder and Executive Chairman of the Board for I••••••••• C•••••• P•••••••, a premier Family Business Advisory Firm committed to empowering family-owned businesses.”reportedinterchangecp.comthe sentence on the bio page
Board of the firm: “Baum is the Founder and Executive Chairman of the Board for I••••••••• C•••••• P•••••••, a premier Family Business Advisory Firm committed to empowering family-owned businesses.”reportedinterchangecp.comthe sentence on the bio page
Years, as the firm states: 45reportedinterchangecp.com“With over 45 years of experience, Ahmie specializes in guiding families to safeguard and grow their wealth through a strategic approach emphasizing clarity, understanding, and action.”
Professional profile: interchangecp.com/team/ahmie-baumreportedinterchangecp.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.

Registration history

IAPD current and previous registrations

I••••••••• C•••••• P••••••• independent RIA current
since Jun 12, 2020 · Pittsburgh, Pa
U•• F•••••••• S••••••• I••• wirehouse
Apr 5, 1993 to Jul 6, 2020 · Pittsburgh, Pa

Moves

a registration end followed by a registration begin elsewhere

U•• F•••••••• S••••••• I••• to I••••••••• C•••••• P•••••••
left Jul 6, 2020, registered Jun 12, 2020 (-24 days) · Wirehouse to a newly registered adviser (no RAUM reported yet)

Signals

No dated event on this person.

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: 46derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address