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 Wt 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 |
|---|---|---|---|---|---|
| Alexander Coats | Wt Wealth Management, LLC independent RIA | Robert W. Baird & Co. Incorporated mixed wealth | RIA to RIA | Sep 8, 2025 | Oct 3, 2025 |
| Douglas Christopher Brown | Wt Wealth Management, LLC independent RIA | Wealthx Advisors state registered | RIA to a state-registered adviser | Sep 2, 2025 | Aug 11, 2025 |
| James Livingston Thompson | Wt Wealth Management, LLC independent RIA | Wealthx Advisors state registered | RIA to a state-registered adviser | Sep 2, 2025 | Aug 11, 2025 |
| Ryan Patrick Stuart | Wt Wealth Management, LLC independent RIA | Arax Advisory Partners independent RIA | RIA to RIA | Jun 25, 2025 | Jul 21, 2025 |
| Jacob Norman Biliack | Wt Wealth Management, LLC independent RIA | Hoylecohen, LLC independent RIA | RIA to RIA | Jul 11, 2023 | Dec 22, 2023 (164 d) |
| Matthew John Haertzen | Wt Wealth Management, LLC independent RIA | Cornerstone Portfolio Research asset manager | Other | Jul 5, 2022 | Dec 11, 2025 (1255 d) |
| Daniel Ryan Goodman | Wt Wealth Management, LLC independent RIA | Good Better Best Financial Planning LLC state registered | RIA to a state-registered adviser | May 29, 2020 | May 22, 2023 (1088 d) |
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7 moves match.