Stifel Wealth Tracker
Stifel Wealth Tracker is an SEC-registered ibd network in St. Louis, MO with an unreported amount of assets under management (AUM, regulatory AUM), -999% over one year. See who owns Stifel Wealth Tracker: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 291897, SEC 801-112365, data through 2026-03-25.
- AUM (assets under management / regulatory AUM)
- Not reported (2026-03-25)
- Firm type
- Ibd Network
- Location
- St. Louis, MO
- Employees
- 4
- CRD
- 291897
- Ownership
- ROSEN, HOWARD, JACOB; VALENTINO, GEOFFREY, NMN; BRIGHT, GEOFFREY, CLYDE; STIFEL FINANCIAL CORP.; WIEGAND, CHRISTOPHER, DANIEL
How much AUM does Stifel Wealth Tracker have?
Stifel Wealth Tracker reported an unreported amount of in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-25).
Who owns Stifel Wealth Tracker?
Disclosed owners and executives of Stifel Wealth Tracker include ROSEN, HOWARD, JACOB, VALENTINO, GEOFFREY, NMN, BRIGHT, GEOFFREY, CLYDE, STIFEL FINANCIAL CORP., WIEGAND, CHRISTOPHER, DANIEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.