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 Wright Private Asset 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 |
|---|---|---|---|---|---|
| Matthew H Tepoorten | Charles Schwab & Co., Inc. national BD | Wright Private Asset Management LLC mixed wealth | Affiliated broker-dealer or bank to independent RIA | Nov 20, 2025 | Dec 19, 2025 |
| Susan Cheswick Brewer | Cheswick Investment Co Incorporated unclassified | Wright Private Asset Management LLC other | Other | Jul 28, 2006 | Jul 31, 2006 |
| David Pierson Tuttle | Cheswick Investment Co Incorporated unclassified | Wright Private Asset Management LLC other | Other | Jul 28, 2006 | Jul 24, 2006 |
| Diane Helena Timpany | Wright Investors Service Inc other | Wright Private Asset Management LLC other | Other | Jul 20, 2006 | Jul 24, 2006 |
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4 moves match.