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 Oak Wealth Advisors 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 |
|---|---|---|---|---|---|
| Justin Robert Baas | Forvis Mazars Wealth Advisors, LLC independent RIA | Oak Wealth Advisors LLC independent RIA | RIA to RIA | Jan 6, 2026 | Feb 5, 2026 |
| Neil Von Mahoney | Abw Wealth Advisors unclassified | Oak Wealth Advisors LLC independent RIA | Other | Dec 31, 2022 | Jan 18, 2023 |
| Ryan Robert Mcguire | Wipfli Financial Advisors, LLC independent RIA | Oak Wealth Advisors LLC independent RIA | RIA to RIA | Mar 5, 2021 | Mar 8, 2021 |
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3 moves match.