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 Manske 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.

AdvisorFromToTypeLeftRegistered
Jared S VirgadamoManske Wealth Management, LLC independent RIAGranite Harbor Advisors, Inc. independent RIARIA to RIAJul 31, 2025Feb 11, 2026 (195 d)
Jorge Armando SalinasManske Wealth Management, LLC independent RIAFisher Investments independent RIARIA to RIAMay 23, 2025Sep 16, 2025 (116 d)
Jordan Christina JewellManske Wealth Management, LLC independent RIAAlliancebernstein L.P. asset managerOtherFeb 6, 2023Mar 6, 2023
Elisa A. FierroManske Wealth Management, LLC independent RIAEllevest independent RIARIA to RIAMay 16, 2019Jun 18, 2019 (33 d)
Hunter Blake LayneManske Wealth Management, LLC independent RIATrb Wealth Management, LLC mixed wealthRIA to RIAApr 30, 2019Mar 3, 2026 (2499 d)
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5 moves match.