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 Acumen 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 |
|---|---|---|---|---|---|
| Reed David Walters | Calydon Capital, LLC independent RIA | Acumen Wealth Advisors, LLC independent RIA | RIA to RIA | Aug 14, 2025 | Sep 2, 2025 |
| Colby Lance Kaluzniak | Cetera Investment Advisers LLC BD affiliated | Acumen Wealth Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 20, 2024 | May 29, 2024 |
| Julie Weddle | LPL Financial LLC independent RIA | Acumen Wealth Advisors, LLC independent RIA | RIA to RIA | Jan 23, 2023 | Jan 1, 2025 (709 d) |
| Jennifer Morrison | Edward Jones national BD | Acumen Wealth Advisors, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | Aug 9, 2021 | Oct 14, 2024 (1162 d) |
| Shawna Mccoy | Wells Fargo Advisors wirehouse | Acumen Wealth Advisors, LLC independent RIA | Wirehouse to independent RIA | Sep 28, 2020 | Oct 13, 2020 |
| Marinus Stephen Veltenaar | Nfp Advisor Services, LLC other | Acumen Wealth Advisors, LLC no RAUM | Other | Feb 8, 2016 | Feb 5, 2016 |
| Amy Renee Stone | Nfp Advisor Services, LLC other | Acumen Wealth Advisors, LLC no RAUM | Other | Feb 8, 2016 | Feb 8, 2016 |
Page 1 of 1
7 moves match.