Otto & Associates, Inc.
Otto & Associates, Inc. is an SEC-registered wealth manager in Norwich, VT with $286.6M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Otto & Associates, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 109493, SEC 801-58024, data through 2026-03-26.
- AUM (assets under management / regulatory AUM)
- $286.6M (2026-03-26)
- Firm type
- Wealth Manager
- Location
- Norwich, VT
- Employees
- 6
- Clients
- 152
- CRD
- 109493
- Ownership
- OTTO, DAVID, WILLIAM; GOODELL, SUSAN, OTTO; OTTO, ELIZABETH; OTTO, ELIZABETH, NMI
How much AUM does Otto & Associates, Inc. have?
Otto & Associates, Inc. reported $286.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-26).
Who owns Otto & Associates, Inc.?
Disclosed owners and executives of Otto & Associates, Inc. include OTTO, DAVID, WILLIAM, GOODELL, SUSAN, OTTO, OTTO, ELIZABETH, OTTO, ELIZABETH, NMI. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.