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

Henry Steven Reed

Pwjohnson Wealth ManagementformerRedwood City, Ca IA-onlyIAPD 7175369

Feed of 09/15/2026

At current firm

1 y

since Aug 15, 2025

In the industry

14 y

since Aug 1, 2012 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Pwjohnson Wealth Management former current
since Aug 15, 2025 · Los Altos, Ca
Griffin Black, LLC independent RIA
Aug 23, 2024 to Feb 5, 2025 · Redwood City, Ca
Silicon Valley Capital Partners, L.P. independent RIA
Nov 9, 2023 to May 24, 2024 · San Jose, Ca
Assetmark, Inc. BD affiliated
Aug 17, 2021 to Oct 24, 2023 · Concord, Ca
Pwjohnson Wealth Management former
Jun 1, 2020 to Aug 5, 2020 · Los Altos, Ca
Oneascent Financial Services LLC independent RIA
Sep 6, 2019 to Jun 15, 2020 · Birmingham, Al

Moves

a registration end followed by a registration begin elsewhere

Griffin Black, LLC to Pwjohnson Wealth Management
left Feb 5, 2025, registered Aug 15, 2025 (191 days) · Other
Silicon Valley Capital Partners, L.P. to Griffin Black, LLC
left May 24, 2024, registered Aug 23, 2024 (91 days) · RIA to RIA
Assetmark, Inc. to Silicon Valley Capital Partners, L.P.
left Oct 24, 2023, registered Nov 9, 2023 (16 days) · Affiliated broker-dealer or bank to independent RIA
Pwjohnson Wealth Management to Assetmark, Inc.
left Aug 5, 2020, registered Aug 17, 2021 (377 days) · Other
Oneascent Financial Services LLC to Pwjohnson Wealth Management
left Jun 15, 2020, registered Jun 1, 2020 (-14 days) · Other

Signals

Henry Steven Reed left Griffin Black, Llc for Pwjohnson Wealth Management (registered 2025-08-15)
Feb 5, 2025 · Advisor changed firm · fact
Henry Steven Reed left Silicon Valley Capital Partners, L.P. for Griffin Black, Llc (registered 2024-08-23)
May 24, 2024 · Advisor changed firm · fact
Henry Steven Reed left Assetmark, Inc. for Silicon Valley Capital Partners, L.P. (registered 2023-11-09)
Oct 24, 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: Former SEC-registered adviserderived
Years in industry: 14derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address