PARENTEBEARD WEALTH MANAGEMENT LLC
CRD #152072 SEC #801-70783 YORK, PA 717-846-6214
SEC Registered Disclosures
Total AUM
$593.7M
Discretionary
$587.2M
Employees
11
Clients
251
Accounts
621
This firm has regulatory disclosures on file.
View disclosures
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 30, 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 |
|---|---|---|---|---|
| MICHAEL, SCOTT, DOUGLAS | I | CHIEF OPERATIONS OFFICER | NA | Control |
| MICHAEL, SCOTT, DOUGLAS | I | CHIEF OPERATIONS OFFICER | NA | Control |
| MICHAEL, SCOTT, DOUGLAS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MICHAEL, SCOTT, DOUGLAS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MICHAEL, SCOTT, DOUGLAS | I | CHIEF OPERATIONS OFFICER | NA | Control |
| MICHAEL, SCOTT, DOUGLAS | I | CHIEF OPERATIONS OFFICER | NA | Control |
| MICHAEL, SCOTT, DOUGLAS | I | CHIEF OPERATIONS OFFICER | NA | Control |
| ROSS, MICHELLE, JASEY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROSS, MICHELLE, JASEY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROSS, MICHELLE, JASEY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROSS, MICHELLE, JASEY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROSS, MICHELLE, JASEY | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WILLIAMS, THOMAS, KEITH | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| WILLIAMS, THOMAS, KEITH | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| WILLIAMS, THOMAS, KEITH | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| WILLIAMS, THOMAS, KEITH | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| WILLIAMS, THOMAS, KEITH | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| WILLIAMS, THOMAS, KEITH | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| WILLIAMS, THOMAS, KEITH | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| PARENTEBEARD HOLDINGS LLC | DE | MANAGING MEMBER | E | Control |
| PARENTEBEARD HOLDINGS LLC | DE | MANAGING MEMBER | E | Control |
| PARENTEBEARD HOLDINGS LLC | DE | MANAGING MEMBER | E | Control |
| PARENTEBEARD HOLDINGS LLC | DE | MANAGING MEMBER | E | Control |
| PARENTEBEARD HOLDINGS LLC | DE | MANAGING MEMBER | E | Control |
| PARENTEBEARD HOLDINGS LLC | DE | MANAGING MEMBER | E | Control |
| PARENTEBEARD HOLDINGS LLC | DE | MANAGING MEMBER | E | Control |
Registrations
Federal
IA
Mar 30, 2012 REGISTERED
Notice Filings (7)
CT FL MD NJ NY PA TX
Address
SUITE 200221 WEST PHILADELPHIA STREET
YORK, PA 17401-2993
United States
Phone: 717-846-6214