EXECUTIVE WEALTH COUNSELORS, LLC
CRD #141529 SEC #801-122885 PITTSBURGH, PA 412-760-7781
SEC Registered
Total AUM
$150.5M
Discretionary
$150.4M
Employees
4
Clients
0
Accounts
485
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 16, 2021
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LOUIS E VALLI LEGACY TRUST DYD 12/15/2007 | DE | OWNER | D | Control |
| LOUIS E VALLI LEGACY TRUST DYD 12/15/2007 | DE | OWNER | D | Control |
| GUSTAVE, FREDERICK, VICTOR | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | Control |
| GUSTAVE, FREDERICK, VICTOR | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| VALLI, LOUIS, E | I | LOUIS E VALLI LEGACY TRUST DYD 12/15/2007 | F | Control |
| VALLI, LOUIS, E | I | LOUIS E VALLI LEGACY TRUST DYD 12/15/2007 | F | Control |
Registrations
Federal
IA
Nov 16, 2021 REGISTERED
Notice Filings (2)
PA TX
Address
244 BOULEVARD OF THE ALLIES1ST FLOOR
PITTSBURGH, PA 15222
United States
Phone: 412-760-7781