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 Wellacre Global 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.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Fenimore Cooper Marsh | Wellacre Global Wealth Advisors independent RIA | Vontobel Swiss Financial Advisers independent RIA | RIA to RIA | Mar 3, 2026 | Aug 16, 2026 (166 d) |
| Nathan C. Gale | Wellacre Global Wealth Advisors independent RIA | Fleur-De-Lis Financial state registered | RIA to a state-registered adviser | Sep 9, 2025 | Aug 4, 2023 |
| Doralee Grace Meyer | Wellacre Global Wealth Advisors independent RIA | Merino Wealth Management state registered | RIA to a state-registered adviser | Nov 1, 2023 | Jul 6, 2026 (978 d) |
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3 moves match.