Cheviot Wealth Advisors
Cheviot Wealth Advisors Pty Ltd
Segment Private Bank·Region Adelaide · SA·Lead Olivia Park · 0.6y tenure·Team 3 advisors
Primary driver
Recently onboarded. Data completeness 58% — scores shown with low confidence and blended toward baseline.
Weekly snapshot
Account intelligence scores
Snapshot 2026-04-15 · vs week prior
Fit
58.9
▼ 3.1
Capability ↔ Complexity
Confidence58%
Health
57.3
▼ 6.7
Executive summary
Confidence58%
Risk
44.8
▲ 8.8
Delivery / friction
Confidence58%
Expansion
52.5
Directional · advisory
Confidence58%
AUM growth probability (6M)
58%
Attrition risk
18%
Expansion readiness
Medium
Trajectory
8-week score movement
Weekly snapshots · Phase 3 operating rhythm
Explainability
Top drivers
Click any driver for the formula contribution
Supporting
Detracting
Structural alignment
Capability vs Complexity
Overmatch 14
Capability67
Complexity53
Trust65
Multithread58
Recommend
Recommended interventions
Toggle interventions to simulate how scores move. Built on the real Phase 3 scoring engine — not a static mock.
Confidence model
Data confidence
58%
Final Score = Raw × Confidence + Baseline × (1 − Confidence). Prevents overclaiming when data is sparse.
Data completeness58%
Signal freshness54%
Source reliability62%