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
Arrivals at Endowment Wealth Management, Inc.
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 |
|---|---|---|---|---|---|
| Cole James Fleischmann | Voyager Capital Management, LLC independent RIA | Endowment Wealth Management, Inc. independent RIA | RIA to RIA | Mar 24, 2025 | Apr 14, 2025 |
| John David Weninger | Vision Wealth Partners unclassified | Endowment Wealth Management, Inc. independent RIA | Other | Dec 31, 2017 | Jan 1, 2025 (2558 d) |
| Jamie Richard Brown | Thrivent Investment Management Inc. other | Endowment Wealth Management, Inc. independent RIA | Other | Oct 21, 2014 | Sep 19, 2018 (1429 d) |
| Timothy Joseph Landolt | Sumnicht & Associates, LLC other | Endowment Wealth Management, Inc. independent RIA | Other | Feb 7, 2014 | May 2, 2014 (84 d) |
| Robert Louis Riedl | Isectors, LLC no RAUM | Endowment Wealth Management, Inc. independent RIA | Other | Feb 6, 2013 | Mar 13, 2013 (35 d) |
| Prateek Nmn Mehrotra | Isectors, LLC no RAUM | Endowment Wealth Management, Inc. independent RIA | Other | Feb 6, 2013 | Mar 13, 2013 (35 d) |
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6 moves match.