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.

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Former SEC-registered adviser

C•••••••••

Former SEC-registered adviserBoise, IdahoCRD 116372SEC 801-63381IAPD
Legal name C•••• W•••••• I•••
Latest filing Jun 22, 2012
First filing on the tape Jan 17, 2012 · 6 filings
RAUM
$60.7M
reported, Item 5.F
Discretionary
32%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$60.7M
derived; firm RAUM over IAPD count
Employees
n/a
n/a advisory (5.B.1)
Offices
n/a
beyond the principal office
Private funds
1
$3.0M gross assets
History
6 filings and snapshots on the tape
RAUM$60.7M as of Jun 22, 2012
Jan 17, 2012$60.7M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jun 22, 2012
Jan 17, 20120 then
Employees (5.A): no history
Private funds1 as of Jun 22, 2012
Jan 17, 20121 then
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Jun 22, 2012; every figure names its basis
RAUM per advisor
$60.7MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
$258,094derivedRAUM over accounts (5.F.2.f)
Discretionary
32%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
unknownderivedItem 5.A over advisors
Advisors per office
0.3derived3 offices incl. principal (1.F.5)
RAUM growth, one year
unknownderivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assetsreportedItem 5.E
Advisory activities
portfolio management for individuals, portfolio management for pooled vehiclesreportedItem 5.G
Custody
$3.0M, 1 clientsreportedItem 9.A
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • compensates persons for client referrals (8.G.1)
  • compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing
This filing has no Item 5.D breakdown (filings before 2017 reported ranges, not amounts).
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
235reported
Financial planning clients
n/areported
Wrap fee programs
noreported
Custody of client assets
$3.0M for 1 clientsreported
Compensation
% of AUMreported
Class basis
absent from the latest SEC rosterderived
Advisors registered through the firm
1 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
E••••• G••••• R•••••••Whitefish, MtSep 23, 200427 y0
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Joined, latest
none on the tape
    Every departureEvery arrival
    Private funds
    1 reported on Schedule D 7.B.(1)
    FundTypeGross assetsOwnersFirst reported
    G••••••••• P•••••••• L••Hedge Fund$3.0M15Jan 17, 2012
    Owners and control persons
    Schedule A and B, latest filing
    • R•••••••• E•••••• G••••• · Presidentcontrol
      since 08/2006 · owns 75% or more
    • S•••• J•••••• T••• · Chief Compliance Officercontrol
      since 07/2011 · owns less than 5%
    Related persons
    Schedule D 7.A
    No related person reported.
    Offices
    Schedule D 1.F, the 25 largest
    • Boise, ID
    • ,
    What changed
    consecutive filings, newest first
    • Advisory activities · 1 to 2
      Jan 23, 2012 to Feb 10, 2012
    • HQ city · unset to BOISE
      Jan 17, 2012 to Jan 23, 2012
    • HQ state · unset to ID
      Jan 17, 2012 to Jan 23, 2012
    Signals
    No event on the tape.
    Across DFX
    shared identifiers only, never a name match
    No identifier-backed link to the venture, private equity, family office or sponsor graphs.
    How to reach
    public business contact points only, each with its source
    Firm profile
    linkedin.com/company/glacierwealth-increportedpublic record, Form ADV, Sep 19, 2026
    Website
    G•••••••••.COMreportedpublic record, Form ADV, Sep 19, 2026
    Provenance
    Form ADV
    SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
    Advisors
    IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
    Class
    Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
    RAUM per advisor
    $60.7Mderivedfirm RAUM over the IAPD count; not a book size
    Loaded
    Sep 14, 2026