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 Buffalo Run 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 |
|---|---|---|---|---|---|
| Trenton Christopher Swift | Fbl Wealth Management, LLC BD affiliated | Buffalo Run Wealth Advisors LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Feb 19, 2026 | Apr 16, 2026 (56 d) |
| Michelle Marie Leichtner | Compound Planning, Inc. independent RIA | Buffalo Run Wealth Advisors LLC state registered | RIA to a state-registered adviser | Oct 23, 2025 | Feb 17, 2026 (117 d) |
| Matthew Christian Weglarz | Triad Wealth Partners, LLC no RAUM | Buffalo Run Wealth Advisors LLC state registered | Other | Aug 29, 2023 | Jan 13, 2026 (868 d) |
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3 moves match.