wealth-management-ria

Wealth Management (RIA Practice) specialist team — 4 agents (ria-practice-lead, aum-revenue-analyst, client-segmentation-specialist, compliance-cadence-specialist), 5 skills, 4 templates, 5 commands, 1 advisory hook, 8 best-practice rules, and a 4-file research-grounded knowledge bank. A practice-ops team for an RIA principal, COO, or ops lead accountable for organic growth and advisor capacity — it separates net-new flows from market appreciation, segments clients by profitability, sizes capacity by households, and treats the compliance cadence as non-negotiable. NOT investment advice; fiduciary/SEC determinations route to compliance counsel. Inherits ravenclaude-core protocols.