BUSINESS & WEALTH ADVISORS INC
CRD #110519 SEC #801-27098 ATLANTA, GA 770-396-5300
SEC Registered
Total AUM
$150M
Discretionary
$0
Employees
5
Clients
101
Accounts
135
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- MAY
- Registration Date
- --
- Latest Filing
- Nov 23, 2005
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CHODKOWSKI, WAYNE, EDWARD | I | PRESIDENT, CEO | E | Control |
| CHODKOWSKI, WAYNE, EDWARD | I | PRESIDENT, CEO, CHIEF COMPLIANCE OFFICER | E | Control |
| CHODKOWSKI, WAYNE, EDWARD | I | PRESIDENT, CEO, CCO | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| CHODKOWSKI, ELIZABETH, ANN | I | BUSINESS & WEALTH ADVISORS, INC. | F | |
| CHODKOWSKI, ELIZABETH, ANN | I | BUSINESS & WEALTH ADVISORS, INC. | F | |
| CHODKOWSKI, ELIZABETH, ANN | I | BUSINESS & WEALTH ADVISORS, INC. | F |
Registrations
Federal
IA
Nov 23, 2005 REGISTERED
Notice Filings (1)
GA
Address
1050 CROWN POINTE PARKWAYSTE #920
ATLANTA, GA 30338
USA
Phone: 770-396-5300