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 Elysium 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 |
|---|---|---|---|---|---|
| Ryan Thomas Weigel | Sequoia Financial Group, L.L.C. independent RIA | Elysium Wealth Management, LLC independent RIA | RIA to RIA | Feb 28, 2025 | Feb 4, 2025 |
| Jill Naomi Floden | Eide Bailly Advisors, LLC no RAUM | Elysium Wealth Management, LLC independent RIA | Other | Feb 7, 2025 | Feb 4, 2025 |
| Bryan Kyle Burris | Salt Wealth Partners unclassified | Elysium Wealth Management, LLC independent RIA | Other | Jun 24, 2024 | May 22, 2024 |
| John Wesley Carrington | Salt Wealth Partners unclassified | Elysium Wealth Management, LLC independent RIA | Other | Jun 24, 2024 | Jun 27, 2024 |
| John Steven Bergquist | Iams Wealth Management, LLC independent RIA | Elysium Wealth Management, LLC independent RIA | RIA to RIA | Mar 23, 2021 | Apr 9, 2021 |
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5 moves match.