RIA Intelligence

WEATHERVANE WEALTH MANAGEMENT, LLC

CRD #132159 SEC #801-63329 BERWYN, PA 610-321-2400
SEC Registered
Total AUM
$126.1M
Discretionary
$104.5M
Employees
2
Clients
101
Accounts
274

Firm Details

Organization Type
Limited Liability Company
State of Formation
Pennsylvania
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 27, 2015
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
SUMMERS, DAVID, LYNNISENIOR VICE PRESIDENTNA Control
SUMMERS, DAVID, LYNNIVICE PRESIDENTNA Control
PAULUS, THOMAS, DOCHERTYIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
PAULUS, THOMAS, DOCHERTYIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
PAULUS, THOMAS, DOCHERTYIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
PAULUS, THOMAS, DOCHERTYIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
PAULUS, THOMAS, DOCHERTYIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
PAULUS, THOMAS, DOCHERTYIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
PAULUS, THOMAS, DOCHERTYIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
PAULUS, THOMAS, DOCHERTYIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
PAULUS, THOMAS, DOCHERTYIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
PAULUS, THOMAS, DOCHERTYIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
PAULUS, THOMAS, DOCHERTYIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
PAULUS, THOMAS, DOCHERTYIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
PAULUS, THOMAS, DOCHERTYIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
PAULUS, THOMAS, DOCHERTYIPRESIDENT, CHIEF COMPLIANCE OFFICERD Control
PAULUS, THOMAS, DOCHERTYIPRESIDENTD Control
PAINTER, JAY, ALANISENIOR VICE PRESIDENTC Control
PAINTER, JAY, ALANIVICE PRESIDENTC Control

Registrations

Federal

IA
Mar 27, 2015 REGISTERED

Notice Filings (1)

PA

Address

1055 WESTLAKE DRIVE
THIRD FLOOR
BERWYN, PA 19312
United States
Phone: 610-321-2400