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 Copper Beech Wealth Management
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 |
|---|---|---|---|---|---|
| Lucy Elizabeth Valandra | Stephens Consulting, LLC independent RIA | Copper Beech Wealth Management state registered | RIA to a state-registered adviser | Feb 24, 2025 | Sep 15, 2025 (203 d) |
| Adam Richard Wojtkowski | Northwest Asset Management independent RIA | Copper Beech Wealth Management state registered | RIA to a state-registered adviser | Dec 21, 2022 | Sep 23, 2022 |
| Gregory Curtis Ellms | Algorithmic Investment Models other | Copper Beech Wealth Management state registered | Other | Aug 24, 2020 | Oct 15, 2024 (1513 d) |
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3 moves match.