CATURANO WEALTH MANAGEMENT, LLC
CRD #125435 SEC #801-69769 BOSTON, MA 617-912-9000
SEC Registered
Total AUM
$69.3M
Discretionary
$69.3M
Employees
10
Clients
51
Accounts
159
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- JUNE
- Registration Date
- --
- Latest Filing
- Sep 22, 2009
- 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 |
|---|---|---|---|---|
| JAWORSKI, PETER, THOMAS | I | VICE PRESIDENT | NA | Control |
| JAWORSKI, PETER, THOMAS | I | VICE PRESIDENT | NA | Control |
| JAWORSKI, PETER, THOMAS | I | VICE PRESIDENT | NA | Control |
| JAWORSKI, PETER, THOMAS | I | VICE PRESIDENT | NA | Control |
| JAWORSKI, PETER, THOMAS | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER/CHIEF INVESTMENT OFFICER | NA | Control |
| JAWORSKI, PETER, THOMAS | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER/CHIEF INVESTMENT OFFICER | NA | Control |
| KORZENIK, JEFFREY, DEAN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KORZENIK, JEFFREY, DEAN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KORZENIK, JEFFREY, DEAN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KORZENIK, JEFFREY, DEAN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KORZENIK, JEFFREY, DEAN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| VINCENT, JEFFREY, JAMES | I | IAR / CHIEF COMPLIANCE OFFICER | NA | |
| VINCENT, JEFFREY, JAMES | I | IAR / CHIEF COMPLIANCE OFFICER | NA | Control |
| VINCENT, JEFFREY, JAMES | I | IAR / CHIEF COMPLIANCE OFFICER | NA | Control |
| VINCENT, JEFFREY, JAMES | I | IAR / CHIEF COMPLIANCE OFFICER | NA | Control |
| VINCENT, JEFFREY, JAMES | I | IAR / CHIEF COMPLIANCE OFFICER | NA | Control |
| CATURANO & COMPANY, PC | DE | OWNER | E | Control |
| CATURANO & COMPANY, PC | DE | OWNER | E | Control |
| CATURANO & COMPANY, PC | DE | OWNER | E | Control |
| CATURANO & COMPANY, PC | DE | OWNER | E | Control |
| CATURANO & COMPANY, PC | DE | OWNER | E | Control |
| VITALE, CATURANO & COMPANY, PC | DE | OWNER | E | Control |
| VITALE, CATURANO & COMPANY, PC | DE | OWNER | E | Control |
| CATURANO, RICHARD, JOSEPH | I | ELECTED MANAGER | A | Control |
| CATURANO, RICHARD, JOSEPH | I | ELECTED MANAGER | A | Control |
| CATURANO, RICHARD, JOSEPH | I | ELECTED MANAGER | A | Control |
| CATURANO, RICHARD, JOSEPH | I | ELECTED MANAGER | A | Control |
| CATURANO, RICHARD, JOSEPH | I | ELECTED MANAGER | A | Control |
| CATURANO, RICHARD, JOSEPH | I | ELECTED MANAGER | A | Control |
| CATURANO, RICHARD, JOSEPH | I | ELECTED MANAGER | A | Control |
Registrations
Federal
IA
Sep 22, 2009 REGISTERED
Notice Filings (4)
CT FL NH NY
Address
80 CITY SQUAREBOSTON, MA 2129
United States
Phone: 617-912-9000