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 Madrid 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.

AdvisorFromToTypeLeftRegistered
Reese Edward HintonIntegrated Wealth LLC unclassifiedMadrid Wealth Management independent RIAOtherSep 17, 2025Aug 11, 2025
Bernadine Marie SanchezCompound Planning, Inc. independent RIAMadrid Wealth Management independent RIARIA to RIAJan 7, 2025Jan 10, 2025
Ross NettlesRedw Wealth LLC independent RIAMadrid Wealth Management independent RIARIA to RIAAug 23, 2024Aug 5, 2025 (347 d)
Paul Luis MadridRedw Stanley Wealth Advisors, LLC otherMadrid Wealth Management independent RIAOtherDec 13, 2016Oct 21, 2024 (2869 d)
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4 moves match.