FERRELL WEALTH MANAGEMENT INC.
CRD #106245 SEC #801-51822 WINTER PARK, FL 407-629-7008
SEC Registered
Total AUM
$397M
Discretionary
$376M
Employees
8
Clients
251
Accounts
1,630
Firm Details
- Organization Type
- Corporation
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 25, 2019
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GARNER, CRYSTAL, SIMMONS | I | VICE PRESIDENT | NA | Control |
| GARNER, CRYSTAL, SIMMONS | I | VICE PRESIDENT | NA | Control |
| GARNER, CRYSTAL, SIMMONS | I | VICE PRESIDENT | NA | Control |
| GARNER, CRYSTAL, SIMMONS | I | VICE PRESIDENT | NA | Control |
| GARNER, CRYSTAL, SIMMONS | I | VICE PRESIDENT | NA | Control |
| GARNER, CRYSTAL, SIMMONS | I | VICE PRESIDENT | NA | Control |
| GARNER, CRYSTAL, SIMMONS | I | VICE PRESIDENT | NA | Control |
| GARNER, CRYSTAL, SIMMONS | I | VICE PRESIDENT | NA | Control |
| GARNER, CRYSTAL, SIMMONS | I | VICE PRESIDENT | NA | Control |
| GARNER, CRYSTAL, SIMMONS | I | VICE PRESIDENT | NA | Control |
| GARNER, CRYSTAL, SIMMONS | I | VICE PRESIDENT | NA | Control |
| GARNER, CRYSTAL, SIMMONS | I | VICE PRESIDENT | NA | Control |
| GARNER, CRYSTAL, SIMMONS | I | VICE PRESIDENT | NA | Control |
| GARNER, CRYSTAL, SIMMONS | I | VICE PRESIDENT | NA | Control |
| GARNER, CRYSTAL, SIMMONS | I | VICE PRESIDENT | NA | Control |
| GARNER, CRYSTAL, SIMMONS | I | VICE PRESIDENT | NA | Control |
| GARNER, CRYSTAL, SIMMONS | I | VICE PRESIDENT | NA | Control |
| GARNER, CRYSTAL, SIMMONS | I | VICE PRESIDENT | NA | Control |
| GARNER, CRYSTAL, SIMMONS | I | VICE PRESIDENT | NA | Control |
| GARNER, CRYSTAL, SIMMONS | I | VICE PRESIDENT | NA | Control |
| GARNER, CRYSTAL, SIMMONS | I | VICE PRESIDENT | NA | Control |
| GARNER, CRYSTAL, SIMMONS | I | VICE PRESIDENT | NA | Control |
| GARNER, CRYSTAL, SIMMONS | I | VICE PRESIDENT | NA | Control |
| GARNER, CRYSTAL, SIMMONS | I | VICE PRESIDENT | NA | Control |
| KELVINGTON, BRUCE, DARYL | I | VICE PRESIDENT | NA | Control |
| KIRCHNER, ELAINE, ESPY | I | CHIEF COMPLIANCE OFFICER | NA | |
| KIRCHNER, ELAINE, ESPY | I | CHIEF COMPLIANCE OFFICER | NA | |
| KIRCHNER, ELAINE, ESPY | I | CHIEF COMPLIANCE OFFICER | NA | |
| KIRCHNER, ELAINE, ESPY | I | CHIEF COMPLIANCE OFFICER | NA | |
| KIRCHNER, ELAINE, ESPY | I | CHIEF COMPLIANCE OFFICER | NA | |
| KIRCHNER, ELAINE, ESPY | I | CHIEF COMPLIANCE OFFICER | NA | |
| KIRCHNER, ELAINE, ESPY | I | CHIEF COMPLIANCE OFFICER | NA | |
| KIRCHNER, ELAINE, ESPY | I | CHIEF COMPLIANCE OFFICER | NA | |
| KIRCHNER, ELAINE, ESPY | I | CHIEF COMPLIANCE OFFICER | NA | |
| KIRCHNER, ELAINE, ESPY | I | CHIEF COMPLIANCE OFFICER | NA | |
| KIRCHNER, ELAINE, ESPY | I | CHIEF COMPLIANCE OFFICER | NA | |
| KIRCHNER, ELAINE, ESPY | I | CHIEF COMPLIANCE OFFICER | NA | |
| KIRCHNER, ELAINE, ESPY | I | CHIEF COMPLIANCE OFFICER | NA | |
| LEBRON, PEDRO | I | CHIEF COMPLIANCE OFFICER | NA | |
| LEBRON, PEDRO | I | OPERATIONS MANAGER | NA | |
| LEBRON, PEDRO | I | OPERATIONS MANAGER | NA | |
| LEBRON, PEDRO | I | OPERATIONS MANAGER | NA | |
| LEBRON, PEDRO | I | OPERATIONS MANAGER | NA | |
| LEBRON, PEDRO | I | OPERATIONS MANAGER | NA | |
| LEE, STEPHEN, THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | |
| LEE, STEPHEN, THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | |
| LEE, STEPHEN, THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | |
| LEE, STEPHEN, THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | |
| LEE, STEPHEN, THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | |
| LEE, STEPHEN, THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | |
| LEE, STEPHEN, THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | |
| LEE, STEPHEN, THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | |
| LEE, STEPHEN, THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | |
| LEE, STEPHEN, THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | |
| MILLER, NANCY, KATHRYN | I | VICE PRESIDENT | NA | Control |
| MILLER, NANCY, KATHRYN | I | VICE PRESIDENT | NA | Control |
| MILLER, NANCY, KATHRYN | I | VICE PRESIDENT | NA | Control |
| FERRELL, JAMES, WILLIAM | I | PRESIDENT | E | Control |
| FERRELL, JAMES, WILLIAM | I | PRESIDENT | E | Control |
| FERRELL, JAMES, WILLIAM | I | PRESIDENT | E | Control |
| FERRELL, JAMES, WILLIAM | I | PRESIDENT | E | Control |
| FERRELL, JAMES, WILLIAM | I | PRESIDENT | E | Control |
| FERRELL, JAMES, WILLIAM | I | PRESIDENT | E | Control |
| FERRELL, JAMES, WILLIAM | I | PRESIDENT | E | Control |
| FERRELL, JAMES, WILLIAM | I | PRESIDENT | E | Control |
| FERRELL, JAMES, WILLIAM | I | PRESIDENT | E | Control |
| FERRELL, JAMES, WILLIAM | I | PRESIDENT | E | Control |
| FERRELL, JAMES, WILLIAM | I | PRESIDENT | E | Control |
| FERRELL, JAMES, WILLIAM | I | PRESIDENT | E | Control |
| FERRELL, JAMES, WILLIAM | I | PRESIDENT | E | Control |
| FERRELL, JAMES, WILLIAM | I | PRESIDENT | E | Control |
| FERRELL, JAMES, WILLIAM | I | PRESIDENT | E | Control |
| FERRELL, JAMES, WILLIAM | I | PRESIDENT | E | Control |
| FERRELL, JAMES, WILLIAM | I | PRESIDENT | E | Control |
| FERRELL, JAMES, WILLIAM | I | PRESIDENT | E | Control |
| FERRELL, JAMES, WILLIAM | I | PRESIDENT | E | Control |
| FERRELL, JAMES, WILLIAM | I | PRESIDENT | E | Control |
| FERRELL, JAMES, WILLIAM | I | PRESIDENT | E | Control |
| CHASTANG, LAWRENCE, J | I | VICE PRESIDENT | C | Control |
| CHASTANG, LAWRENCE, J | I | VICE PRESIDENT | C | Control |
| CHASTANG, LAWRENCE, J | I | VICE PRESIDENT | C | Control |
| FERRELL, JAMES | I | PRESIDENT | C | Control |
| FERRELL, JAMES | I | PRESIDENT | C | Control |
| FERRELL, JAMES | I | PRESIDENT | C | Control |
| EISERMAN, LESLIE, WARREN | I | SECRETARY | B | Control |
| EISERMAN, LESLIE, WARREN | I | SECRETARY | B | Control |
| EISERMAN, LESLIE, WARREN | I | SECRETARY | B | Control |
| SIMS, LORIANNE, ROWE | I | TREASURER | B | Control |
| SIMS, LORIANNE, ROWE | I | TREASURER | B | Control |
| SIMS, LORIANNE, ROWE | I | TREASURER | B | Control |
| MILLER, NANCY, KATHRYN | I | VICE PRESIDENT | A | Control |
| MILLER, NANCY, KATHRYN | I | VICE PRESIDENT | A | Control |
| MILLER, NANCY, KATHRYN | I | VICE PRESIDENT | A | Control |
Registrations
Federal
IA
Nov 25, 2019 REGISTERED
Notice Filings (1)
FL
Address
1400 W FAIRBANKS AVESUITE 202
WINTER PARK, FL 32789
United States
Phone: 407-629-7008