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 Marrella Private Wealth, 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
Samuel Allen MarrellaMarrella Private Wealth, LLC independent RIAApella Wealth independent RIARIA to RIAMar 28, 2025Mar 17, 2025
Daneen Marie WeaverMarrella Private Wealth, LLC independent RIAApella Wealth independent RIARIA to RIAMar 28, 2025Mar 18, 2025
Paul Leonard MarrellaMarrella Private Wealth, LLC independent RIAApella Wealth independent RIARIA to RIAMar 28, 2025Mar 17, 2025
Samuel Allen MarrellaMarrella Private Wealth, LLC independent RIAApella Wealth independent RIARIA to RIAMar 28, 2025Mar 17, 2025
Matthew MarrellaMarrella Private Wealth, LLC independent RIAApella Wealth independent RIARIA to RIAMar 28, 2025Mar 28, 2025
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5 moves match.