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.
M•••••• S••••• R•••
- Title
- Co-Founder & Chief Investment Officerreportedfulcrumwa.comfirm site, Sep 16, 2026
- Professional profile
- fulcrumwa.com/advisors/michael-rosereportedfulcrumwa.comfirm site, Sep 16, 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.
- F•••••• W••••• A•••••••• L•• independent RIA currentsince Nov 22, 2013 · Bellevue, Wa
- C••••• A•••••• N••••••• L•• formerJul 26, 2013 to Oct 18, 2021 · Bellevue, Wa
- O••••••••• • C•• I••• BD affiliatedJan 2, 2008 to Aug 2, 2013 · Bellevue, Wa
- U•• F•••••••• S••••••• I••• wirehouseAug 12, 2006 to Jan 23, 2008 · Seattle, Wa
- P•••• S•••••• • C•• institutionalAug 30, 2004 to Aug 12, 2006 · Seattle, Wa
- B••• O• A•••••• I••••••••• S•••••••• I••• unclassifiedAug 19, 2003 to Sep 8, 2004 · Seattle, Wa
- B••• O• A•••••• S••••••••• L•• unclassifiedFeb 9, 2002 to Aug 29, 2003 · Bellevue, Wa
- C••••• A•••••• N••••••• L•• to F•••••• W••••• A•••••••• L••left Oct 18, 2021, registered Nov 22, 2013 (-2887 days) · Affiliated broker-dealer or bank to independent RIA
- O••••••••• • C•• I••• to C••••• A•••••• N••••••• L••left Aug 2, 2013, registered Jul 26, 2013 (-7 days) · Other
- U•• F•••••••• S••••••• I••• to O••••••••• • C•• I•••left Jan 23, 2008, registered Jan 2, 2008 (-21 days) · Other
- P•••• S•••••• • C•• to U•• F•••••••• S••••••• I•••left Aug 12, 2006, registered Aug 12, 2006 (0 days) · corporate re-registration, not a move
- B••• O• A•••••• I••••••••• S•••••••• I••• to P•••• S•••••• • C••left Sep 8, 2004, registered Aug 30, 2004 (-9 days) · Other
- B••• O• A•••••• S••••••••• L•• to B••• O• A•••••• I••••••••• S•••••••• I•••left Aug 29, 2003, registered Aug 19, 2003 (-10 days) · corporate re-registration, not a move
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
- 46derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address