VERO WEALTH MANAGEMENT, INC.
CRD #143412 SEC #801-67653 VERO BEACH, FL 772-231-5800
SEC Registered
Total AUM
$107.6M
Discretionary
$0
Employees
5
Clients
26
Accounts
596
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 1, 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 |
|---|---|---|---|---|
| BARTON, JOHN, HERMAN | I | VICE PRESIDENT | NA | Control |
| WILLIAMS, MICHAEL, THOMAS | I | CHIEF COMPLIANCE OFFICER | E | Control |
| BARTON, JOHN, HERMAN | I | VICE PRESIDENT | D | Control |
| WILLIAMS, MICHAEL, THOMAS | I | CHIEF COMPLIANCE OFFICER | D | Control |
Registrations
Federal
IA
Mar 1, 2007 REGISTERED
Notice Filings (1)
FL
Address
2911 OCEAN DRIVEVERO BEACH, FL 32963
USA
Phone: 772-231-5800