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 Vanweelden Wealth 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 |
|---|---|---|---|---|---|
| Michael Justin Schelle | The Mather Group, LLC independent RIA | Vanweelden Wealth Management, LLC independent RIA | RIA to RIA | Jul 10, 2025 | Dec 12, 2025 (155 d) |
| Arthur Brant Owens | Edward Jones national BD | Vanweelden Wealth Management, LLC independent RIA | Affiliated broker-dealer or bank to independent RIA | May 6, 2025 | May 20, 2025 |
| Brittany Smith | Wells Fargo Advisors wirehouse | Vanweelden Wealth Management, LLC independent RIA | Wirehouse to independent RIA | Jul 17, 2024 | Feb 25, 2026 (588 d) |
| John Douglas Vanweelden | Spc other | Vanweelden Wealth Management, LLC independent RIA | Other | Feb 1, 2018 | Dec 6, 2017 |
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4 moves match.