WILSON PRICE WEALTH MANAGEMENT, LLC
CRD #140107 SEC #801-70258 MONTGOMERY, AL 334-271-2200
SEC Registered
Total AUM
$75.8M
Discretionary
$0
Employees
5
Clients
--
Accounts
60
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Alabama
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2011
- 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 |
|---|---|---|---|---|
| THOMPSON, IRBY, JONES | I | MANAGING MEMBER | D | Control |
| THOMPSON, IRBY, JONES | I | CHIEF COMPLIANCE OFFICER | D | Control |
| THOMPSON, IRBY, JONES | I | MANAGING MEMBER | D | Control |
| THOMPSON, IRBY, JONES | I | CHIEF COMPLIANCE OFFICER | D | Control |
| THOMPSON, IRBY, JONES | I | MANAGING MEMBER | D | Control |
| THOMPSON, IRBY, JONES | I | CHIEF COMPLIANCE OFFICER | D | Control |
| WILSON PRICE BARRANCO & BLANKENSHIP HOLDING COMPANY, LLC | DE | MEMBER | D | Control |
| WILSON PRICE BARRANCO & BLANKENSHIP HOLDING COMPANY, LLC | DE | MEMBER | D | Control |
| WILSON PRICE BARRANCO & BLANKENSHIP HOLDING COMPANY, LLC | DE | MEMBER | D | Control |
Registrations
Federal
IA
Mar 31, 2011 REGISTERED
Notice Filings (2)
AL DE
Address
3815 INTERSTATE COURTMONTGOMERY, AL 36109
United States
Phone: 334-271-2200