LOVELESS WEALTH MANAGEMENT, LLC
CRD #110024 SEC #801-110266 BILLINGS, MT 406-656-9212
SEC Registered
Total AUM
$264.6M
Discretionary
$264.6M
Employees
3
Clients
0
Accounts
714
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Montana
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 26, 2022
- 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 |
|---|---|---|---|---|
| Rector, Maribeth, A. | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Rector, Maribeth, A. | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Rector, Maribeth, A. | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Rector, Maribeth, A. | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Rector, Maribeth, A. | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Rector, Maribeth, A. | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Rector, Maribeth, A. | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Rector, Maribeth, A. | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Rector, Maribeth, A. | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Rector, Maribeth, A. | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Rector, Maribeth, A. | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Rector, Maribeth, A. | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Rector, Maribeth, A. | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Rector, Maribeth, A. | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Rector, Maribeth, A. | I | CHIEF FINANCIAL OFFICER | NA | Control |
| SUSKEVICH, BRIAN | I | CHIEF OPERATIONS OFFICER | NA | Control |
| SUSKEVICH, BRIAN | I | CHIEF OPERATIONS OFFICER | NA | Control |
| SUSKEVICH, BRIAN | I | CHIEF OPERATIONS OFFICER | NA | Control |
| SUSKEVICH, BRIAN | I | CHIEF OPERATIONS OFFICER | NA | Control |
| SUSKEVICH, BRIAN | I | CHIEF OPERATIONS OFFICER | NA | Control |
| SUSKEVICH, BRIAN | I | CHIEF OPERATIONS OFFICER | NA | Control |
| SUSKEVICH, BRIAN | I | CHIEF OPERATIONS OFFICER | NA | Control |
| SUSKEVICH, BRIAN | I | CHIEF OPERATIONS OFFICER | NA | Control |
| SUSKEVICH, BRIAN | I | CHIEF OPERATIONS OFFICER | NA | Control |
| SUSKEVICH, BRIAN | I | CHIEF OPERATIONS OFFICER | NA | Control |
| SUSKEVICH, BRIAN | I | CHIEF OPERATIONS OFFICER | NA | Control |
| SUSKEVICH, BRIAN | I | CHIEF OPERATIONS OFFICER | NA | Control |
| SUSKEVICH, BRIAN | I | CHIEF OPERATIONS OFFICER | NA | Control |
| LOVELESS, DONALD, STEVEN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| LOVELESS, DONALD, STEVEN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| LOVELESS, DONALD, STEVEN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| LOVELESS, DONALD, STEVEN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| LOVELESS, DONALD, STEVEN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| LOVELESS, DONALD, STEVEN | I | PRESIDENT | E | Control |
| LOVELESS, DONALD, STEVEN | I | PRESIDENT | E | Control |
| LOVELESS, DONALD, STEVEN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| LOVELESS, DONALD, STEVEN | I | CHIEF COMPLIANCE OFFICER | E | Control |
| LOVELESS, DONALD, STEVEN | I | OWNER & CHIEF COMPLIANCE OFFICER | E | Control |
| LOVELESS, DONALD, STEVEN | I | OWNER & CHIEF COMPLIANCE OFFICER | E | Control |
| LOVELESS, DONALD, STEVEN | I | OWNER & CHIEF COMPLIANCE OFFICER | E | Control |
| LOVELESS, DONALD, STEVEN | I | OWNER & CHIEF COMPLIANCE OFFICER | E | Control |
| LOVELESS, DONALD, STEVEN | I | OWNER & CHIEF COMPLIANCE OFFICER | E | Control |
| LOVELESS, DONALD, STEVEN | I | OWNER & CHIEF COMPLIANCE OFFICER | E | Control |
| LOVELESS, DONALD, STEVEN | I | OWNER & CHIEF COMPLIANCE OFFICER | E | Control |
| LOVELESS, DONALD, STEVEN | I | OWNER & CHIEF COMPLIANCE OFFICER | E | Control |
| LOVELESS, DONALD, STEVEN | I | OWNER & CHIEF COMPLIANCE OFFICER | E | Control |
| LOVELESS, DONALD, STEVEN | I | OWNER & CHIEF COMPLIANCE OFFICER | E | Control |
| LOVELESS, DONALD, STEVEN | I | OWNER & CHIEF COMPLIANCE OFFICER | E | Control |
| LOVELESS, DONALD, STEVEN | I | OWNER & CHIEF COMPLIANCE OFFICER | E | Control |
| LOVELESS, DONALD, STEVEN | I | OWNER & CHIEF COMPLIANCE OFFICER | E | Control |
| LOVELESS, DONALD, STEVEN | I | OWNER & CHIEF COMPLIANCE OFFICER | E | Control |
| LOVELESS, DONALD, STEVEN | I | OWNER & CHIEF COMPLIANCE OFFICER | E | Control |
| B36, INC | DE | SUB S CORP, DONALD S. LOVELESS OWNS 100% OF THE SHARES | B | Control |
| B36, INC | DE | SUB S CORP, DONALD S. LOVELESS OWNS 100% OF THE SHARES | B | Control |
| B36, INC | DE | SUB S CORP, DONALD S. LOVELESS OWNS 100% OF THE SHARES | B | Control |
| B36, INC | DE | SUB S CORP, DONALD S. LOVELESS OWNS 100% OF THE SHARES | B | Control |
| B36, INC | DE | SUB S CORP, DONALD S. LOVELESS OWNS 100% OF THE SHARES | B | Control |
| B36, INC | DE | SUB S CORP, DONALD S. LOVELESS OWNS 100% OF THE SHARES | B | Control |
| B36, INC | DE | SUB S CORP, DONALD S. LOVELESS OWNS 100% OF THE SHARES | B | Control |
| B36, INC | DE | SUB S CORP, DONALD S. LOVELESS OWNS 100% OF THE SHARES | B | Control |
| B36, INC | DE | SUB S CORP, DONALD S. LOVELESS OWNS 100% OF THE SHARES | B | Control |
| B36, INC | DE | SUB S CORP, DONALD S. LOVELESS OWNS 100% OF THE SHARES | B | Control |
| B36, INC | DE | SUB S CORP, DONALD S. LOVELESS OWNS 100% OF THE SHARES | B | Control |
| B36, INC | DE | SUB S CORP, DONALD S. LOVELESS OWNS 100% OF THE SHARES | B | Control |
| B36, INC | DE | SUB S CORP, DONALD S. LOVELESS OWNS 100% OF THE SHARES | B | Control |
| B36, INC | DE | SUB S CORP, DONALD S. LOVELESS OWNS 100% OF THE SHARES | B | Control |
| B36, INC | DE | SUB S CORP, DONALD S. LOVELESS OWNS 100% OF THE SHARES | B | Control |
| SUSKEVICH, BRIAN | I | CHIEF OPERATIONS OFFICER | B | Control |
| SUSKEVICH, BRIAN | I | CHIEF OPERATIONS OFFICER | B | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| LOVELESS, DONALD, STEVEN | I | B36, INC. | E | Control |
| LOVELESS, DONALD, STEVEN | I | B36, INC. | E | Control |
| LOVELESS, DONALD, STEVEN | I | B36, INC. | E | Control |
| LOVELESS, DONALD, STEVEN | I | B36, INC. | E | Control |
| LOVELESS, DONALD, STEVEN | I | B36, INC. | E | Control |
| LOVELESS, DONALD, STEVEN | I | B36, INC. | E | Control |
| LOVELESS, DONALD, STEVEN | I | B36, INC. | E | Control |
| LOVELESS, DONALD, STEVEN | I | B36, INC. | E | Control |
| LOVELESS, DONALD, STEVEN | I | B36, INC. | E | Control |
| LOVELESS, DONALD, STEVEN | I | B36, INC. | E | Control |
| LOVELESS, DONALD, STEVEN | I | B36, INC. | E | Control |
| LOVELESS, DONALD, STEVEN | I | B36, INC. | E | Control |
| LOVELESS, DONALD, STEVEN | I | B36, INC. | E | Control |
| LOVELESS, DONALD, STEVEN | I | B36, INC. | E | Control |
| LOVELESS, DONALD, STEVEN | I | B36, INC. | E | Control |
Registrations
Federal
IA
Mar 26, 2022 REGISTERED
Notice Filings (7)
AR AZ MT ND NE SD TX
Address
2615 SAINT JOHNS AVE.SUITE A
BILLINGS, MT 59102
United States
Phone: 406-656-9212