WEALTH ADVISORY ASSET MANAGEMENT LLC
CRD #141168 SEC #801-67042 BRIGHTON, MI 810-229-6446
SEC Registered
Total AUM
$48M
Discretionary
$47M
Employees
--
Clients
0
Accounts
400
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 14, 2007
- 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 |
|---|---|---|---|---|
| COHEN, JONATHAN, LEE | I | INVESTMENT ADVISORY REPRESENTATIVE & PORTFOLIO MANAGER | NA | Control |
| COHEN, JONATHAN, LEE | I | INVESTMENT ADVISORY REPRESENTATIVE & PORTFOLIO MANAGER | NA | Control |
| COHEN, JONATHAN, LEE | I | INVESTMENT ADVISORY REPRESENTATIVE & PORTFOLIO MANAGER | NA | Control |
| COHEN, JONATHAN, LEE | I | INVESTMENT ADVISORY REPRESENTATIVE & PORTFOLIO MANAGER | NA | Control |
| COHEN, JONATHAN, LEE | I | INVESTMENT ADVISORY REPRESENTATIVE & PORTFOLIO MANAGER | NA | Control |
| EVANGELISTA, KENNETH, PATRICK | I | INVESTMENT ADVISORY REPRESENTATIVE & CHIEF COMPLIANCE OFFICER | NA | Control |
| EVANGELISTA, KENNETH, PATRICK | I | INVESTMENT ADVISORY REPRESENTATIVE & CHIEF COMPLIANCE OFFICER | NA | Control |
| EVANGELISTA, KENNETH, PATRICK | I | INVESTMENT ADVISORY REPRESENTATIVE & CHIEF COMPLIANCE OFFICER | NA | Control |
| EVANGELISTA, KENNETH, PATRICK | I | INVESTMENT ADVISORY REPRESENTATIVE & CHIEF COMPLIANCE OFFICER | NA | Control |
| EVANGELISTA, KENNETH, PATRICK | I | INVESTMENT ADVISORY REPRESENTATIVE & CHIEF COMPLIANCE OFFICER | NA | Control |
| HERZOG, ALBERT, PINGREE | I | INVESTMENT ADVISORY REPRESENTATIVE & PRINCIPAL | D | Control |
| HERZOG, ALBERT, PINGREE | I | INVESTMENT ADVISORY REPRESENTATIVE & PRINCIPAL | D | Control |
| HERZOG, ALBERT, PINGREE | I | INVESTMENT ADVISORY REPRESENTATIVE & PRINCIPAL | D | Control |
| HERZOG, ALBERT, PINGREE | I | INVESTMENT ADVISORY REPRESENTATIVE & PRINCIPAL | D | Control |
| HERZOG, ALBERT, PINGREE | I | INVESTMENT ADVISORY REPRESENTATIVE & PRINCIPAL | D | Control |
| MAZZALI, ANTHONY, JOSEPH | I | INVESTMENT ADVISORY REPRESENTATIVE & PRINCIPAL | D | Control |
| MAZZALI, ANTHONY, JOSEPH | I | INVESTMENT ADVISORY REPRESENTATIVE & PRINCIPAL | D | Control |
| MAZZALI, ANTHONY, JOSEPH | I | INVESTMENT ADVISORY REPRESENTATIVE & PRINCIPAL | D | Control |
| MAZZALI, ANTHONY, JOSEPH | I | INVESTMENT ADVISORY REPRESENTATIVE & PRINCIPAL | D | Control |
| MAZZALI, ANTHONY, JOSEPH | I | INVESTMENT ADVISORY REPRESENTATIVE & PRINCIPAL | D | Control |
Registrations
Federal
IA
Feb 14, 2007 REGISTERED
Notice Filings (1)
MI
Address
135 WEST NORTH STREETSUITE 1
BRIGHTON, MI 48116
USA
Phone: 810-229-6446