Rafael Wakefield's share of assets with your firm went from 69% to 39%

Rafael Wakefield · HNW · 30-39 · San Diego, CA · Advisor Sam Kowalczyk

Why it fired

Down 30 points in 90 days. Total assets: $4,529,945. 1 account was linked in this period.

Rule: The home firm's share of total assets moves by 10 points or more within 90 days.

Share of assets with your firm

Evidence (4)

Reported balance
Aug 16, 2026 · Your Firm brokerage account
$2,524,209
Gift to family trust
Nov 13, 2026 · Your Firm brokerage account
−$837,700
Reported balance
Nov 14, 2026 · Your Firm brokerage account
$1,759,187
Reported balance
Nov 14, 2026 · Interactive Brokers brokerage account
$1,598,084

Every number above comes from the synthetic data that triggered this signal.

Suggested next step

“Rafael, I noticed some of your assets are now held elsewhere. I'd love to hear what prompted that, and whether there's anything we could do better.”

A prompt for a conversation, not financial advice.

Status: New