Dba Family Wealth Leadership
Dba Family Wealth Leadership is an SEC-registered wealth manager with $25.0M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Dba Family Wealth Leadership: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 111203, data through 2012-06-04.
- AUM (assets under management / regulatory AUM)
- $25.0M (2012-06-04)
- Firm type
- Wealth Manager
- Employees
- 120
- CRD
- 111203
- Ownership
- KOLSON, CLIFFORD, RICHARD; KOLSON, KEVIN, PATRICK; WALDOW, MICHAEL, CRAIG; MINNEY, MICHAEL, THOMAS
How much AUM does Dba Family Wealth Leadership have?
Dba Family Wealth Leadership reported $25.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2012-06-04).
Who owns Dba Family Wealth Leadership?
Disclosed owners and executives of Dba Family Wealth Leadership include KOLSON, CLIFFORD, RICHARD, KOLSON, KEVIN, PATRICK, WALDOW, MICHAEL, CRAIG, MINNEY, MICHAEL, THOMAS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.