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.

Advisor moves

Departures from Wealth Architects, LLC

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Adam Guadalupe SalasWealth Architects, LLC independent RIAQuantum Financial Advisors, LLC independent RIARIA to RIAJan 6, 2025Jan 7, 2025
Leigh M ShimamotoWealth Architects, LLC independent RIAMercer Global Advisors Inc. independent RIARIA to RIAOct 24, 2024Dec 11, 2024 (48 d)
Ebi C MathewWealth Architects, LLC independent RIABrickley Wealth Management independent RIARIA to RIASep 25, 2024Feb 18, 2025 (146 d)
Sabrina RoshWealth Architects, LLC independent RIAEllevest independent RIARIA to RIAAug 28, 2023Sep 29, 2023 (32 d)
Zachary Joseph RieraWealth Architects, LLC independent RIATeam Hewins, LLC independent RIARIA to RIAJul 21, 2020Jul 21, 2020
Eric Karl Reinhold MaschWealth Architects, LLC independent RIAFacet independent RIARIA to RIAFeb 4, 2020Oct 9, 2020 (248 d)
Clarice M NoletWealth Architects, LLC independent RIATeam Hewins, LLC independent RIARIA to RIAMar 25, 2019Aug 12, 2019 (140 d)
Ethan PepperWealth Architects, LLC otherOrchard City Wealth Management, LLC independent RIAOtherNov 1, 2017Feb 27, 2018 (118 d)
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8 moves match.