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.
T•••• R•••••• W•••
- Professional profile
- goldenreserve.com/about/ty-wyssreportedgoldenreserve.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.
- G••••• R•••••• R••••••••• L•• independent RIA currentsince Aug 12, 2026 · Carmel, In
- H••••• B••••• S••••••••• L•• independent RIASep 15, 2023 to Jul 31, 2026 · Fort Wayne, In
- H••••• B••••• S••••••••• L•• to G••••• R•••••• R••••••••• L••left Jul 31, 2026, registered Aug 12, 2026 (12 days) · RIA to RIA
- T•••• R•••••• W••• left H••••• B••••• S••••••••• L•• for G••••• R•••••• R••••••••• L•• (registered 2026-08-12)Jul 31, 2026 · 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
- 13derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address