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 Ironwood 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 |
|---|---|---|---|---|---|
| Lauren Alyss Frist | Ironwood Wealth Management, LLC independent RIA | Revel Wealth Partners state registered | RIA to a state-registered adviser | May 29, 2026 | Jun 17, 2026 |
| Marcus Edward Hugo | Ironwood Wealth Management, LLC independent RIA | Revel Wealth Partners state registered | RIA to a state-registered adviser | May 29, 2026 | Jun 17, 2026 |
| Rodney Weeks | Ironwood Wealth Management, LLC independent RIA | Wlth Capital Management, LLC independent RIA | RIA to RIA | Mar 25, 2026 | May 21, 2026 (57 d) |
| Cean Nicholas Kenefick-Rogers | Ironwood Wealth Management, LLC independent RIA | Wlth Capital Management, LLC no RAUM | RIA to a newly registered adviser | May 23, 2025 | Apr 28, 2025 |
| Zachary Jonathan Logan Wik | Ironwood Wealth Management, LLC independent RIA | Vanguard Advisers, Inc. BD affiliated | RIA to affiliated broker-dealer or bank | Mar 10, 2025 | Apr 2, 2025 |
| Christopher M Mortvedt | Ironwood Wealth Management, LLC independent RIA | Cresset Asset Management, LLC independent RIA | RIA to RIA | Jul 29, 2024 | Sep 5, 2024 (38 d) |
| John Henry Boyle | Ironwood Wealth Management, LLC independent RIA | Atlas Lifestyle Planning Group LLC state registered | RIA to a state-registered adviser | May 9, 2022 | Dec 16, 2022 (221 d) |
| Tyler Robert Howarth | Ironwood Wealth Management, LLC independent RIA | Raymond James Financial Services Advisors, Inc BD affiliated | RIA to affiliated broker-dealer or bank | May 31, 2019 | Dec 8, 2023 (1652 d) |
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8 moves match.