STRATEGIC WEALTH MANAGEMENT GROUP, LLC
Legal name: STRATWEALTH
CRD #113678 SEC #801-61179 FULTON, MD 410-988-9494
SEC Registered
Total AUM
$1.5B
Discretionary
$1.1B
Employees
28
Clients
--
Accounts
3,492
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Maryland
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 18, 2020
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ACHTERHOF, PATRICIA, BROWN | I | MEMBER | NA | Control |
| ACHTERHOF, PATRICIA, BROWN | I | MEMBER | NA | Control |
| ACHTERHOF, PATRICIA, BROWN | I | MEMBER | NA | Control |
| ACHTERHOF, PATRICIA, BROWN | I | MEMBER | NA | Control |
| ACHTERHOF, PATRICIA, BROWN | I | MEMBER | NA | Control |
| ACHTERHOF, PATRICIA, BROWN | I | MEMBER | NA | Control |
| ACHTERHOF, PATRICIA, BROWN | I | MEMBER | NA | Control |
| ACHTERHOF, PATRICIA, BROWN | I | MEMBER | NA | Control |
| ACHTERHOF, PATRICIA, BROWN | I | MEMBER | NA | Control |
| ACHTERHOF, PATRICIA, BROWN | I | MEMBER | NA | Control |
| ACHTERHOF, PATRICIA, BROWN | I | MEMBER | NA | Control |
| ACHTERHOF, PATRICIA, BROWN | I | MEMBER | NA | Control |
| ACHTERHOF, PATRICIA, BROWN | I | MEMBER | NA | Control |
| CAMPBELL, AMANDA, NICOLE | I | MEMBER | NA | Control |
| CAMPBELL, AMANDA, NICOLE | I | MEMBER | NA | Control |
| CAMPBELL, AMANDA, NICOLE | I | MEMBER | NA | Control |
| CAMPBELL, AMANDA, NICOLE | I | MEMBER | NA | Control |
| CAMPBELL, AMANDA, NICOLE | I | MEMBER | NA | Control |
| CAMPBELL, AMANDA, NICOLE | I | MEMBER | NA | Control |
| CAMPBELL, AMANDA, NICOLE | I | MEMBER | NA | Control |
| CAMPBELL, AMANDA, NICOLE | I | MEMBER | NA | Control |
| CAMPBELL, AMANDA, NICOLE | I | MEMBER | NA | Control |
| CAMPBELL, AMANDA, NICOLE | I | MEMBER | NA | Control |
| CAMPBELL, AMANDA, NICOLE | I | MEMBER | NA | Control |
| CAMPBELL, AMANDA, NICOLE | I | MEMBER | NA | Control |
| CAMPBELL, AMANDA, NICOLE | I | MEMBER | NA | Control |
| DECARLO, JAMES, EDWIN | I | CHIEF STRATEGIC GROWTH OFFICER | NA | Control |
| DECARLO, JAMES, EDWIN | I | CHIEF STRATEGIC GROWTH OFFICER | NA | Control |
| DEL PRIORE, MICHAEL, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DEL PRIORE, MICHAEL, J | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EDDY, PATRICIA, V. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EDDY, PATRICIA, V. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EDDY, PATRICIA, V. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EDDY, PATRICIA, V. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EDDY, PATRICIA, V. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EDDY, PATRICIA, V. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EDDY, PATRICIA, V. | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | NA | Control |
| EDDY, PATRICIA, V. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EDDY, PATRICIA, V. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EDDY, PATRICIA, V. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EDDY, PATRICIA, V. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EDDY, PATRICIA, V. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EDDY, PATRICIA, V. | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | NA | Control |
| EDDY, PATRICIA, V. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EDDY, PATRICIA, V. | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | NA | Control |
| EDDY, PATRICIA, V. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EDDY, PATRICIA, V. | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EDDY, PATRICIA, V. | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | NA | Control |
| EDDY, PATRICIA, V. | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | NA | Control |
| EDDY, PATRICIA, V. | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | NA | Control |
| LAMENA, MICHAEL, ANTHONY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| LAMENA, MICHAEL, ANTHONY | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| MORIARTY, MICHAEL, JOSEPH | I | CHIEF INVESTMENT OFFICER | NA | Control |
| POWERS, BRIAN, DAVID | I | CHIEF FINANCIAL OFFICER | NA | Control |
| POWERS, BRIAN, DAVID | I | CHIEF FINANCIAL OFFICER | NA | Control |
| SONTAG, ERIC, MATTHEW | I | PRESIDENT & CHIEF OPERATIONS OFFICER | NA | Control |
| SONTAG, ERIC, MATTHEW | I | PRESIDENT & CHIEF OPERATIONS OFFICER | NA | Control |
| SONTAG, HOWARD, VAUGHN | I | CHAIRMAN & SR. MANAGING DIRECTOR | NA | Control |
| SONTAG, HOWARD, VAUGHN | I | CHAIRMAN & SR. MANAGING DIRECTOR | NA | Control |
| STASTNEY, HOYT, RONALD | I | CHIEF LEGAL OFFICER | NA | Control |
| STASTNEY, HOYT, RONALD | I | CHIEF LEGAL OFFICER | NA | Control |
| WEALTHSPIRE ADVISORS | DE | OWNER | E | Control |
| WEALTHSPIRE ADVISORS | DE | OWNER | E | Control |
| EDDY, SHAUN | I | MEMBER | D | Control |
| EDDY, SHAUN | I | MEMBER | D | Control |
| GRIESSER, JAMES, MARK | I | MEMBER | D | Control |
| GRIESSER, JAMES, MARK | I | MEMBER | D | Control |
| EDDY, SHAUN | I | MEMBER | C | Control |
| EDDY, SHAUN | I | MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| EDDY, SHAUN | I | MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| EDDY, SHAUN | I | MEMBER | C | Control |
| EICHELBERGER, JAMES, KURZ | I | MEMBER | C | Control |
| EICHELBERGER, JAMES, KURZ | I | MEMBER | C | Control |
| EICHELBERGER, JAMES, KURZ | I | MEMBER | C | Control |
| EICHELBERGER, JAMES, KURZ | I | MEMBER | C | Control |
| GRIESSER, JAMES, MARK | I | MEMBER | C | Control |
| GRIESSER, JAMES, MARK | I | MEMBER | C | Control |
| GRIESSER, JAMES, MARK | I | MEMBER | C | Control |
| GRIESSER, JAMES, MARK | I | MEMBER | C | Control |
| DESJARDINS, GARY, PAUL | I | MEMBER | B | Control |
| DESJARDINS, GARY, PAUL | I | MEMBER | B | Control |
| DESJARDINS, GARY, PAUL | I | MEMBER | B | Control |
| DESJARDINS, GARY, PAUL | I | MEMBER | B | Control |
| DESJARDINS, GARY, PAUL | I | MEMBER | B | Control |
| DESJARDINS, GARY, PAUL | I | MEMBER | B | Control |
| DESJARDINS, GARY, PAUL | I | MEMBER | B | Control |
| DESJARDINS, GARY, PAUL | I | MEMBER | B | Control |
| DESJARDINS, GARY, PAUL | I | MEMBER | B | Control |
| DESJARDINS, GARY, PAUL | I | MEMBER | B | Control |
| DESJARDINS, GARY, PAUL | I | MEMBER | B | Control |
| DESJARDINS, GARY, PAUL | I | MEMBER | B | Control |
| DESJARDINS, GARY, PAUL | I | MEMBER | B | Control |
| DESJARDINS, GARY, PAUL | I | MEMBER | B | Control |
| DESJARDINS, GARY, PAUL | I | MEMBER | B | Control |
| DESJARDINS, GARY, PAUL | I | MEMBER | B | Control |
| DESJARDINS, GARY, PAUL | I | MEMBER | B | Control |
| DESJARDINS, GARY, PAUL | I | MEMBER | B | Control |
| DESJARDINS, GARY, PAUL | I | MEMBER | B | Control |
| DESJARDINS, GARY, PAUL | I | MEMBER | B | Control |
| DESJARDINS, GARY, PAUL | I | MEMBER | B | Control |
| DESJARDINS, GARY, PAUL | I | MEMBER | B | Control |
| DESJARDINS, GARY, PAUL | I | MEMBER | B | Control |
| DESJARDINS, GARY, PAUL | I | MEMBER | B | Control |
| DESJARDINS, GARY, PAUL | I | MEMBER | B | Control |
| DESJARDINS, GARY, PAUL | I | MEMBER | B | Control |
| DESJARDINS, GARY, PAUL | I | MEMBER | B | Control |
| DESJARDINS, GARY, PAUL | I | MEMBER | B | Control |
| DESJARDINS, GARY, PAUL | I | MEMBER | B | Control |
| DESJARDINS, GARY, PAUL | I | MEMBER | B | Control |
| DESJARDINS, GARY, PAUL | I | MEMBER | B | Control |
| DESJARDINS, GARY, PAUL | I | MEMBER | B | Control |
| DESJARDINS, GARY, PAUL | I | MEMBER | B | Control |
| DESJARDINS, GARY, PAUL | I | MEMBER | B | Control |
| DESJARDINS, GARY, PAUL | I | MEMBER | B | Control |
| DESJARDINS, GARY, PAUL | I | MEMBER | B | Control |
| DESJARDINS, GARY, PAUL | I | MEMBER | B | Control |
| DESJARDINS, GARY, PAUL | I | MEMBER | B | Control |
| EDDY, SHAUN | I | MEMBER | B | Control |
| EDDY, SHAUN | I | MEMBER | B | Control |
| EDDY, SHAUN | I | MEMBER | B | Control |
| EDDY, SHAUN | I | MEMBER | B | Control |
| EDDY, SHAUN | I | MANAGING MEMBER | B | Control |
| EDDY, SHAUN | I | MEMBER | B | Control |
| EDDY, SHAUN | I | MEMBER | B | Control |
| EDDY, SHAUN | I | MEMBER | B | Control |
| EDDY, SHAUN | I | MEMBER | B | Control |
| EDDY, SHAUN | I | MEMBER | B | Control |
| EDDY, SHAUN | I | MANAGING MEMBER | B | Control |
| EDDY, SHAUN | I | MEMBER | B | Control |
| EDDY, SHAUN | I | MANAGING MEMBER | B | Control |
| EDDY, SHAUN | I | MEMBER | B | Control |
| EDDY, SHAUN | I | MEMBER | B | Control |
| EDDY, SHAUN | I | MANAGING MEMBER | B | Control |
| EDDY, SHAUN | I | MANAGING MEMBER | B | Control |
| EDDY, SHAUN | I | MANAGING MEMBER | B | Control |
| EDDY, SHAUN | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER (MARCH 2016) | B | Control |
| EDDY, SHAUN | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER (MARCH 2016) | B | Control |
| EICHELBERGER, JAMES, KURZ | I | MEMBER | B | Control |
| EICHELBERGER, JAMES, KURZ | I | MEMBER | B | Control |
| EICHELBERGER, JAMES, KURZ | I | MEMBER | B | Control |
| EICHELBERGER, JAMES, KURZ | I | MEMBER | B | Control |
| EICHELBERGER, JAMES, KURZ | I | MEMBER | B | Control |
| EICHELBERGER, JAMES, KURZ | I | MEMBER | B | Control |
| EICHELBERGER, JAMES, KURZ | I | MEMBER | B | Control |
| EICHELBERGER, JAMES, KURZ | I | MEMBER | B | Control |
| EICHELBERGER, JAMES, KURZ | I | MEMBER | B | Control |
| EICHELBERGER, JAMES, KURZ | I | MEMBER | B | Control |
| EICHELBERGER, JAMES, KURZ | I | MEMBER | B | Control |
| EICHELBERGER, JAMES, KURZ | I | MEMBER | B | Control |
| EICHELBERGER, JAMES, KURZ | I | MEMBER | B | Control |
| EICHELBERGER, JAMES, KURZ | I | MEMBER | B | Control |
| EICHELBERGER, JAMES, KURZ | I | MEMBER | B | Control |
| EICHELBERGER, JAMES, KURZ | I | MEMBER | B | Control |
| EICHELBERGER, JAMES, KURZ | I | MEMBER | B | Control |
| EICHELBERGER, JAMES, KURZ | I | MEMBER | B | Control |
| EICHELBERGER, JAMES, KURZ | I | MEMBER | B | Control |
| EICHELBERGER, JAMES, KURZ | I | MEMBER | B | Control |
| EICHELBERGER, JAMES, KURZ | I | MEMBER | B | Control |
| EICHELBERGER, JAMES, KURZ | I | MEMBER | B | Control |
| EICHELBERGER, JAMES, KURZ | I | MEMBER | B | Control |
| EICHELBERGER, JAMES, KURZ | I | MEMBER | B | Control |
| EICHELBERGER, JAMES, KURZ | I | MEMBER | B | Control |
| EICHELBERGER, JAMES, KURZ | I | MEMBER | B | Control |
| EICHELBERGER, JAMES, KURZ | I | MEMBER | B | Control |
| EICHELBERGER, JAMES, KURZ | I | MEMBER | B | Control |
| EICHELBERGER, JAMES, KURZ | I | MEMBER | B | Control |
| EICHELBERGER, JAMES, KURZ | I | MEMBER | B | Control |
| EICHELBERGER, JAMES, KURZ | I | MEMBER | B | Control |
| EICHELBERGER, JAMES, KURZ | I | MEMBER | B | Control |
| EICHELBERGER, JAMES, KURZ | I | MEMBER | B | Control |
| EICHELBERGER, JAMES, KURZ | I | MEMBER | B | Control |
| EICHELBERGER, JAMES, KURZ | I | MEMBER | B | Control |
| EICHELBERGER, JAMES, KURZ | I | MEMBER | B | Control |
| GRIESSER, JAMES, MARK | I | MEMBER | B | Control |
| GRIESSER, JAMES, MARK | I | MEMBER | B | Control |
| GRIESSER, JAMES, MARK | I | MEMBER | B | Control |
| GRIESSER, JAMES, MARK | I | MEMBER | B | Control |
| GRIESSER, JAMES, MARK | I | MEMBER | B | Control |
| GRIESSER, JAMES, MARK | I | MEMBER | B | Control |
| GRIESSER, JAMES, MARK | I | MEMBER | B | Control |
| GRIESSER, JAMES, MARK | I | MEMBER | B | Control |
| GRIESSER, JAMES, MARK | I | MEMBER | B | Control |
| GRIESSER, JAMES, MARK | I | MEMBER | B | Control |
| GRIESSER, JAMES, MARK | I | MEMBER | B | Control |
| GRIESSER, JAMES, MARK | I | MEMBER | B | Control |
| GRIESSER, JAMES, MARK | I | MEMBER | B | Control |
| GRIESSER, JAMES, MARK | I | MEMBER | B | Control |
| GRIESSER, JAMES, MARK | I | MEMBER | B | Control |
| GRIESSER, JAMES, MARK | I | MEMBER | B | Control |
| GRIESSER, JAMES, MARK | I | MEMBER | B | Control |
| GRIESSER, JAMES, MARK | I | MEMBER | B | Control |
| GRIESSER, JAMES, MARK | I | MEMBER | B | Control |
| GRIESSER, JAMES, MARK | I | MEMBER | B | Control |
| GRIESSER, JAMES, MARK | I | MEMBER, CHIEF COMPLIANCE OFFICER (JANUARY 2017) | B | Control |
| GRIESSER, JAMES, MARK | I | MEMBER, CHIEF COMPLIANCE OFFICER (JANUARY 2017) | B | Control |
| GRIESSER, JAMES, MARK | I | MEMBER, CHIEF COMPLIANCE OFFICER (JANUARY 2017) | B | Control |
| GRIESSER, JAMES, MARK | I | MEMBER, CHIEF COMPLIANCE OFFICER (JANUARY 2017) | B | Control |
| GRIESSER, JAMES, MARK | I | MEMBER, CHIEF COMPLIANCE OFFICER (JANUARY 2017) | B | Control |
| GRIESSER, JAMES, MARK | I | MEMBER, CHIEF COMPLIANCE OFFICER (JANUARY 2017) | B | Control |
| GRIESSER, JAMES, MARK | I | MEMBER, CHIEF COMPLIANCE OFFICER (JANUARY 2017) | B | Control |
| GRIESSER, JAMES, MARK | I | MEMBER, CHIEF COMPLIANCE OFFICER (JANUARY 2017) | B | Control |
| GRIESSER, JAMES, MARK | I | MEMBER, CHIEF COMPLIANCE OFFICER (JANUARY 2017) | B | Control |
| GRIESSER, JAMES, MARK | I | MEMBER, CHIEF COMPLIANCE OFFICER (JANUARY 2017) | B | Control |
| GRIESSER, JAMES, MARK | I | MEMBER, CHIEF COMPLIANCE OFFICER (JANUARY 2017) | B | Control |
| GRIESSER, JAMES, MARK | I | MEMBER, CHIEF COMPLIANCE OFFICER (JANUARY 2017) | B | Control |
| GRIESSER, JAMES, MARK | I | MEMBER, CHIEF COMPLIANCE OFFICER (JANUARY 2017) | B | Control |
| GRIESSER, JAMES, MARK | I | MEMBER, CHIEF COMPLIANCE OFFICER (JANUARY 2017) | B | Control |
| GRIESSER, JAMES, MARK | I | MEMBER, CHIEF COMPLIANCE OFFICER (JANUARY 2017) | B | Control |
| GRIESSER, JAMES, MARK | I | MEMBER, CHIEF COMPLIANCE OFFICER (JANUARY 2017) | B | Control |
| LACROIX, JENNINE, RAMSEY | I | MEMBER | B | Control |
| LACROIX, JENNINE, RAMSEY | I | MEMBER | B | Control |
| LACROIX, JENNINE, RAMSEY | I | MEMBER | B | Control |
| LACROIX, JENNINE, RAMSEY | I | MEMBER | B | Control |
| LACROIX, JENNINE, RAMSEY | I | MEMBER | B | Control |
| LACROIX, JENNINE, RAMSEY | I | MEMBER | B | Control |
| LACROIX, JENNINE, RAMSEY | I | MEMBER | B | Control |
| LACROIX, JENNINE, RAMSEY | I | MEMBER | B | Control |
| LACROIX, JENNINE, RAMSEY | I | MEMBER | B | Control |
| LACROIX, JENNINE, RAMSEY | I | MEMBER | B | Control |
| LACROIX, JENNINE, RAMSEY | I | MEMBER | B | Control |
| LACROIX, JENNINE, RAMSEY | I | MEMBER | B | Control |
| LACROIX, JENNINE, RAMSEY | I | MEMBER | B | Control |
| LACROIX, JENNINE, RAMSEY | I | MEMBER | B | Control |
| LACROIX, JENNINE, RAMSEY | I | MEMBER | B | Control |
| LACROIX, JENNINE, RAMSEY | I | MEMBER | B | Control |
| LACROIX, JENNINE, RAMSEY | I | MEMBER | B | Control |
| LACROIX, JENNINE, RAMSEY | I | MEMBER | B | Control |
| LACROIX, JENNINE, RAMSEY | I | MEMBER | B | Control |
| LACROIX, JENNINE, RAMSEY | I | MEMBER | B | Control |
| LACROIX, JENNINE, RAMSEY | I | MEMBER | B | Control |
| LACROIX, JENNINE, RAMSEY | I | MEMBER | B | Control |
| LACROIX, JENNINE, RAMSEY | I | MEMBER | B | Control |
| LACROIX, JENNINE, RAMSEY | I | MEMBER | B | Control |
| LACROIX, JENNINE, RAMSEY | I | MEMBER | B | Control |
| LACROIX, JENNINE, RAMSEY | I | MEMBER | B | Control |
| LACROIX, JENNINE, RAMSEY | I | MEMBER | B | Control |
| LACROIX, JENNINE, RAMSEY | I | MEMBER | B | Control |
| LACROIX, JENNINE, RAMSEY | I | MEMBER | B | Control |
| LACROIX, JENNINE, RAMSEY | I | MEMBER | B | Control |
| LACROIX, JENNINE, RAMSEY | I | MEMBER | B | Control |
| LACROIX, JENNINE, RAMSEY | I | MEMBER | B | Control |
| LACROIX, JENNINE, RAMSEY | I | MEMBER | B | Control |
| DECARLO, JAMES, EDWIN | I | MEMBER | A | Control |
| DECARLO, JAMES, EDWIN | I | MEMBER | A | Control |
| DECARLO, JAMES, EDWIN | I | MEMBER | A | Control |
| DECARLO, JAMES, EDWIN | I | MEMBER | A | Control |
| DECARLO, JAMES, EDWIN | I | MEMBER | A | Control |
| DECARLO, JAMES, EDWIN | I | MEMBER | A | Control |
| DECARLO, JAMES, EDWIN | I | MEMBER | A | Control |
| DECARLO, JAMES, EDWIN | I | MEMBER | A | Control |
| DECARLO, JAMES, EDWIN | I | MEMBER | A | Control |
| DECARLO, JAMES, EDWIN | I | MEMBER | A | Control |
| DECARLO, JAMES, EDWIN | I | MEMBER | A | Control |
| DECARLO, JAMES, EDWIN | I | MEMBER | A | Control |
| DECARLO, JAMES, EDWIN | I | MEMBER | A | Control |
| GARRISON, JOSEPH, PATRICK | I | MEMBER | A | Control |
| GARRISON, JOSEPH, PATRICK | I | MEMBER | A | Control |
| GARRISON, JOSEPH, PATRICK | I | MEMBER | A | Control |
| GARRISON, JOSEPH, PATRICK | I | MEMBER | A | Control |
| GARRISON, JOSEPH, PATRICK | I | MEMBER | A | Control |
| GARRISON, JOSEPH, PATRICK | I | MEMBER | A | Control |
| GARRISON, JOSEPH, PATRICK | I | MEMBER | A | Control |
| GARRISON, JOSEPH, PATRICK | I | MEMBER | A | Control |
| GARRISON, JOSEPH, PATRICK | I | MEMBER | A | Control |
| GARRISON, JOSEPH, PATRICK | I | MEMBER | A | Control |
| GARRISON, JOSEPH, PATRICK | I | MEMBER | A | Control |
| GARRISON, JOSEPH, PATRICK | I | MEMBER | A | Control |
| GARRISON, JOSEPH, PATRICK | I | MEMBER | A | Control |
| LACROIX, JENNINE, RAMSEY | I | MEMBER | A | Control |
| LACROIX, JENNINE, RAMSEY | I | MEMBER | A | Control |
| LACROIX, JENNINE, RAMSEY | I | MEMBER | A | Control |
| MAGAHA, KIMBERLY, SARAH | I | MEMBER | A | Control |
| MAGAHA, KIMBERLY, SARAH | I | MEMBER | A | Control |
| MAGAHA, KIMBERLY, SARAH | I | MEMBER | A | Control |
| MAGAHA, KIMBERLY, SARAH | I | MEMBER | A | Control |
| MAGAHA, KIMBERLY, SARAH | I | MEMBER | A | Control |
| MAGAHA, KIMBERLY, SARAH | I | MEMBER | A | Control |
| MAGAHA, KIMBERLY, SARAH | I | MEMBER | A | Control |
| MAGAHA, KIMBERLY, SARAH | I | MEMBER | A | Control |
| MAGAHA, KIMBERLY, SARAH | I | MEMBER | A | Control |
| MAGAHA, KIMBERLY, SARAH | I | MEMBER | A | Control |
| MAGAHA, KIMBERLY, SARAH | I | MEMBER | A | Control |
| MAGAHA, KIMBERLY, SARAH | I | MEMBER | A | Control |
| MAGAHA, KIMBERLY, SARAH | I | MEMBER | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| MADISON DEARBORN PARTNERS | DE | MADISON DEARBORN PARTNERS VI-A&C, L.P. | F | Control |
| MADISON DEARBORN PARTNERS | DE | MADISON DEARBORN PARTNERS VI-A&C, L.P. | F | Control |
| MADISON DEARBORN PARTNERS VI-A&C, L.P. | DE | MADISON DEARBORN CAPITAL PARTNERS VI-A, L.P. | F | Control |
| MADISON DEARBORN PARTNERS VI-A&C, L.P. | DE | MADISON DEARBORN CAPITAL PARTNERS VI-A, L.P. | F | Control |
| NFP CORP. | DE | WEALTHSPIRE ADVISORS | E | Control |
| NFP CORP. | DE | WEALTHSPIRE ADVISORS | E | Control |
| NFP HOLDINGS, LLC | DE | NFP PARENT CO, LLC | E | Control |
| NFP HOLDINGS, LLC | DE | NFP PARENT CO, LLC | E | Control |
| NFP INTERMEDIATE HOLDINGS A. CORP. | DE | NFP INTERMEDIATE HOLDINGS B. CORP. | E | Control |
| NFP INTERMEDIATE HOLDINGS A. CORP. | DE | NFP INTERMEDIATE HOLDINGS B. CORP. | E | Control |
| NFP INTERMEDIATE HOLDINGS B. CORP. | DE | NFP CORP. | E | Control |
| NFP INTERMEDIATE HOLDINGS B. CORP. | DE | NFP CORP. | E | Control |
| NFP PARENT CO, LLC | DE | NFP INTERMEDIATE HOLDINGS A. CORP. | E | Control |
| NFP PARENT CO, LLC | DE | NFP INTERMEDIATE HOLDINGS A. CORP. | E | Control |
| NFP ULTIMATE HOLDINGS, LLC | DE | NFP HOLDINGS, LLC | E | Control |
| NFP ULTIMATE HOLDINGS, LLC | DE | NFP HOLDINGS, LLC | E | Control |
| MADISON DEARBORN CAPITAL PARTNERS VI-A, L.P. | DE | NFP HOLDINGS, LLC | C | Control |
| MADISON DEARBORN CAPITAL PARTNERS VI-A, L.P. | DE | NFP HOLDINGS, LLC | C | Control |
Registrations
Federal
IA
Nov 18, 2020 REGISTERED
Notice Filings (24)
AZ CA CO DC DE FL GA LA MA MD MI NC NE NH NJ NY OH PA RI SC TN TX VA VT
Address
8170 MAPLE LAWN BLVD.SUITE 100
FULTON, MD 20759
United States
Phone: 410-988-9494