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 Constellation Wealth Advisors

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
Julie M. KistConstellation Wealth Advisors independent RIAKelos Wealth Planning, LLC state registeredRIA to a state-registered adviserApr 30, 2026May 26, 2026
Donna Sturgeon SterwerfConstellation Wealth Advisors independent RIAMai Capital Management, LLC independent RIARIA to RIAApr 25, 2025May 14, 2025
Jacob Michael GegleinConstellation Wealth Advisors independent RIAMai Capital Management, LLC independent RIARIA to RIAApr 25, 2025May 14, 2025
Kevin Patrick AugConstellation Wealth Advisors independent RIAAnchor Wealth Advisor state registeredRIA to a state-registered adviserApr 25, 2025Apr 4, 2025
James Jonathan HayesConstellation Wealth Advisors independent RIAMai Capital Management, LLC independent RIARIA to RIAApr 10, 2025Apr 15, 2025
Skye GarlandConstellation Wealth Advisors independent RIACarnegie Investment Counsel independent RIARIA to RIAFeb 27, 2025Sep 12, 2025 (197 d)
Kyle Wayne RudduckConstellation Wealth Advisors independent RIACompound Planning, Inc. independent RIARIA to RIASep 12, 2023Jul 27, 2023
Adam James NiestradtConstellation Wealth Advisors independent RIAAprio Wealth Management, LLC independent RIARIA to RIAApr 8, 2022Oct 26, 2022 (201 d)
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8 moves match.