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 Iwp Wealth Management 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Kevin Michael Mccabe | Iwp Wealth Management LLC independent RIA | Matter Family Office independent RIA | RIA to RIA | Jul 8, 2026 | Jul 10, 2026 |
| Charles Alexander Willhoit | Iwp Wealth Management LLC independent RIA | Matter Family Office independent RIA | RIA to RIA | Jul 8, 2026 | Jul 10, 2026 |
| Jerrel Lee Armstrong | Iwp Wealth Management LLC independent RIA | Matter Family Office independent RIA | RIA to RIA | Jul 8, 2026 | Jul 10, 2026 |
| Tamara Jean Ward | Iwp Wealth Management LLC independent RIA | Matter Family Office independent RIA | RIA to RIA | Jul 8, 2026 | Jul 13, 2026 |
| Stephanie Lynn Bowers | Iwp Wealth Management LLC independent RIA | Matter Family Office independent RIA | RIA to RIA | Jul 8, 2026 | Jul 10, 2026 |
| Shannon Mary Connor | Iwp Wealth Management LLC independent RIA | Matter Family Office independent RIA | RIA to RIA | Jul 8, 2026 | Jul 10, 2026 |
| Natasha Sophia Gunberg | Iwp Wealth Management LLC independent RIA | Matter Family Office independent RIA | RIA to RIA | Jul 8, 2026 | Jul 13, 2026 |
| Andrew D Mcdonald | Iwp Wealth Management LLC independent RIA | Matter Family Office independent RIA | RIA to RIA | Jul 8, 2026 | Jul 10, 2026 |
| Nicholas Holland Kral | Iwp Wealth Management LLC independent RIA | Matter Family Office independent RIA | RIA to RIA | Jul 8, 2026 | Jul 10, 2026 |
| Lindsey Nicole Brown | Iwp Wealth Management LLC independent RIA | Matter Family Office independent RIA | RIA to RIA | Jul 8, 2026 | Jul 10, 2026 |
| Joshua Samuel Goldin | Iwp Wealth Management LLC independent RIA | Matter Family Office independent RIA | RIA to RIA | Jul 8, 2026 | Jul 10, 2026 |
| Megan Mary Sandhagen | Iwp Wealth Management LLC independent RIA | Matter Family Office independent RIA | RIA to RIA | Jul 8, 2026 | Feb 26, 2026 |
| Jackson Klutznick | Iwp Wealth Management LLC independent RIA | Matter Family Office independent RIA | RIA to RIA | Jul 8, 2026 | Jul 10, 2026 |
| Adrielle Lagda | Iwp Wealth Management LLC independent RIA | Matter Family Office independent RIA | RIA to RIA | Jul 8, 2026 | Feb 18, 2026 |
| Mikel Uribarren Ortiz | Iwp Wealth Management LLC independent RIA | Cibc Private Wealth Advisors, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Mar 7, 2025 | Apr 11, 2025 (35 d) |
| Katherine Jane Gillette | Iwp Wealth Management LLC independent RIA | Wipfli Financial Advisors, LLC independent RIA | RIA to RIA | Oct 22, 2021 | Nov 4, 2021 |
| Robert Edward Ducey | Iwp Wealth Management LLC independent RIA | Wipfli Financial Advisors, LLC independent RIA | RIA to RIA | Jan 28, 2021 | Jan 28, 2021 |
| Maruan Kitner | Iwp Wealth Management LLC independent RIA | Cwm, LLC BD affiliated | RIA to affiliated broker-dealer or bank | Jan 14, 2020 | Jan 31, 2020 |
| Adam Scott Van Wert | Iwp Wealth Management LLC independent RIA | J.F. Williams Co., Inc. independent RIA | RIA to RIA | Mar 20, 2019 | Mar 21, 2019 |
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19 moves match.