235 Wealth Management, LLC
235 Wealth Management, LLC is an SEC-registered mass-market adviser with $9.1M assets under management (AUM, regulatory AUM), -999% over one year. See who owns 235 Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 329833, data through 2024-05-08.
- AUM (assets under management / regulatory AUM)
- $9.1M (2024-05-08)
- Firm type
- Mass-Market Adviser
- Employees
- 1
- Clients
- 10
- CRD
- 329833
- Ownership
- HUTCHINSON, TUCKER, MACKAY; 235 WEALTH MANAGEMENT HOLDINGS, LLC; FERRARI, SOFIA
How much AUM does 235 Wealth Management, LLC have?
235 Wealth Management, LLC reported $9.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2024-05-08).
Who owns 235 Wealth Management, LLC?
Disclosed owners and executives of 235 Wealth Management, LLC include HUTCHINSON, TUCKER, MACKAY, 235 WEALTH MANAGEMENT HOLDINGS, LLC, FERRARI, SOFIA. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.