WANGER OMNIWEALTH, LLC
CRD #150817 SEC #801-70781 CHICAGO, IL 312-245-8000
SEC Registered Private Funds
Total AUM
$305M
Discretionary
$305M
Employees
6
Clients
26
Accounts
34
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 25, 2012
- 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 |
|---|---|---|---|---|
| DETTMANN, KELLEY, ANN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| DETTMANN, KELLEY, ANN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| DETTMANN, KELLEY, ANN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| DETTMANN, KELLEY, ANN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| DETTMANN, KELLEY, ANN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| MOY, IRENE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MULROY, THOMAS, FITZGERALD | I | CHIEF OPERATING OFFICER | NA | Control |
| MULROY, THOMAS, FITZGERALD | I | CHIEF OPERATING OFFICER | NA | Control |
| SCOTT, DON, E | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| SCOTT, DON, E | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| SCOTT, DON, E | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| SCOTT, DON, E | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| SCOTT, DON, E | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| SCOTT, DON, E | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| SCOTT, DON, E | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| SCOTT, DON, E | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| WANGER, ERIC, DAVID | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WANGER, ERIC, DAVID | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WANGER, ERIC, DAVID | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WANGER, ERIC, DAVID | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WANGER, ERIC, DAVID | I | CHIEF INVESTMENT OFFICER | NA | Control |
| WANGER, ERIC, DAVID | I | CHIEF INVESTMENT OFFICER | NA | Control |
| OMNIWEALTH, LTD. | DE | MEMBER | D | Control |
| OMNIWEALTH, LTD. | DE | MEMBER | D | Control |
| OMNIWEALTH, LTD. | DE | MEMBER | D | Control |
| OMNIWEALTH, LTD. | DE | MEMBER | D | Control |
| OMNIWEALTH, LTD. | DE | MEMBER | D | Control |
| OMNIWEALTH, LTD. | DE | MEMBER | D | Control |
| WANGER INVESTMENT MANAGEMENT, INC. | DE | MEMBER | D | Control |
| WANGER INVESTMENT MANAGEMENT, INC. | DE | MEMBER | D | Control |
| WANGER INVESTMENT MANAGEMENT, INC. | DE | MEMBER | D | Control |
| WANGER INVESTMENT MANAGEMENT, INC. | DE | MEMBER | D | Control |
| WANGER INVESTMENT MANAGEMENT, INC. | DE | MEMBER | D | Control |
| WANGER INVESTMENT MANAGEMENT, INC. | DE | MEMBER | D | Control |
| WANGER INVESTMENT MANAGEMENT, INC. | DE | MEMBER | D | Control |
| WANGER INVESTMENT MANAGEMENT, INC. | DE | MEMBER | D | Control |
| OMNIWEALTH, LTD. | DE | MEMBER | C | Control |
| OMNIWEALTH, LTD. | DE | MEMBER | C | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| MOY, IRENE, MARIE | I | ERIC D. WANGER 2012 TRUST | F | Control |
| ERIC D. WANGER 2012 TRUST | DE | WANGER INVESTMENT MANAGEMENT, INC. | E | Control |
| WANGER, ERIC, DAVID | I | WANGER INVESTMENT MANAGEMENT, INC. | E | Control |
| WANGER, ERIC, DAVID | I | WANGER INVESTMENT MANAGEMENT, INC. | E | Control |
| WANGER, ERIC, DAVID | I | WANGER INVESTMENT MANAGEMENT, INC. | E | Control |
| WANGER, ERIC, DAVID | I | WANGER INVESTMENT MANAGEMENT, INC. | E | Control |
| WANGER, ERIC, DAVID | I | WANGER INVESTMENT MANAGEMENT, INC. | E | Control |
| WANGER, ERIC, DAVID | I | WANGER INVESTMENT MANAGEMENT, INC. | E | Control |
| WANGER, ERIC, DAVID | I | WANGER INVESTMENT MANAGEMENT, INC. | E | Control |
| SCOTT, DON, E | I | OMNIWEALTH, LTD. | D | Control |
| SCOTT, DON, E | I | OMNIWEALTH, LTD. | D | Control |
| SCOTT, DON, E | I | OMNIWEALTH, LTD. | D | Control |
| SCOTT, DON, E | I | OMNIWEALTH, LTD. | D | Control |
| SCOTT, DON, E | I | OMNIWEALTH, LTD. | D | Control |
| SCOTT, DON, E | I | OMNIWEALTH, LTD. | D | Control |
| SCOTT, DON, E | I | OMNIWEALTH, LTD. | D | Control |
| SCOTT, DON, E | I | OMNIWEALTH, LTD. | D | Control |
Registrations
Federal
IA
Jul 25, 2012 REGISTERED
Notice Filings (5)
CA CO IL MO WA
Address
401 N. MICHIGAN AVENUESUITE 1301
CHICAGO, IL 60611
United States
Phone: 312-245-8000