PATAGONIA WEALTH ADVISORS LLC
Legal name: PATAGONIA WEALTH ADVISORS
CRD #153856 SEC #801-71545 MIAMI, FL 305-961-1698
SEC Registered
Total AUM
$0
Discretionary
$0
Employees
5
Clients
--
Accounts
0
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 28, 2011
- 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 |
|---|---|---|---|---|
| LOPEZJORDAN, GONZALO | I | MANAGING MEMBER | NA | Control |
| LOPEZJORDAN, GONZALO | I | INDIRECT OWNER | NA | Control |
| LOPEZJORDAN, GONZALO | I | MANAGING MEMBER | NA | Control |
| STEED, SANTIAGO | I | MANAGING MEMBER | NA | Control |
| STEED, SANTIAGO | I | INDIRECT OWNER | NA | Control |
| STEED, SANTIAGO | I | MANAGING MEMBER | NA | Control |
| VON SIMSON, KURT, EDUARDO | I | CHIEF COMPLIANCE OFFICER / CEO | NA | Control |
| VON SIMSON, KURT, EDUARDO | I | CHIEF COMPLIANCE OFFICER / CEO | NA | Control |
| VON SIMSON, KURT, EDUARDO | I | CHIEF COMPLIANCE OFFICER / CEO | NA | Control |
| VON SIMSON, KURT, EDUARDO | I | CHIEF COMPLIANCE OFFICER /CEO/MANAGING MEMBER | NA | Control |
| ZENO, JOHN, JOSEPH | I | PRESIDENT / CCO AND MANAGING MEMBER | NA | Control |
| PATAGONIA FINANCIAL HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| PATAGONIA FINANCIAL HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| PATAGONIA FINANCIAL HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| PATAGONIA FINANCIAL HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
| PATAGONIA FINANCIAL HOLDINGS, LLC | DE | HOLDING COMPANY | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BETWEEN RIVERS, LLC | DE | PATAGONIA FINANCIAL HOLDINGS, LLC | D | Control |
| SAPPHIRE CAPITAL, LLC | DE | PATAGONIA FINANCIAL HOLDINGS, LLC | D | Control |
| BETWEEN RIVERS, LLC | DE | PATAGONIA FINANCIAL HOLDINGS, LLC | C | Control |
| BETWEEN RIVERS, LLC | DE | PATAGONIA FINANCIAL HOLDINGS, LLC | C | Control |
| BETWEEN RIVERS, LLC | DE | PATAGONIA FINANCIAL HOLDINGS, LLC | C | Control |
| BETWEEN RIVERS, LLC | DE | PATAGONIA FINANCIAL HOLDINGS, LLC | C | Control |
| LLAO LLAO HOLDINGS, LLC | DE | PATAGONIA FINANCIAL HOLDINGS, LLC | C | Control |
| LLAO LLAO HOLDINGS, LLC | DE | PATAGONIA FINANCIAL HOLDINGS, LLC | C | Control |
| LLAO LLAO HOLDINGS, LLC | DE | PATAGONIA FINANCIAL HOLDINGS, LLC | C | Control |
| LLAO LLAO HOLDINGS, LLC | DE | PATAGONIA FINANCIAL HOLDINGS, LLC | C | Control |
| SAPPHIRE CAPITAL, LLC | DE | PATAGONIA FINANCIAL HOLDINGS, LLC | C | Control |
| SAPPHIRE CAPITAL, LLC | DE | PATAGONIA FINANCIAL HOLDINGS, LLC | C | Control |
| SAPPHIRE CAPITAL, LLC | DE | PATAGONIA FINANCIAL HOLDINGS, LLC | C | Control |
| SAPPHIRE CAPITAL, LLC | DE | PATAGONIA FINANCIAL HOLDINGS, LLC | C | Control |
Registrations
Federal
IA
Jun 28, 2011 REGISTERED
Notice Filings (1)
FL
Address
1200 BRICKELL AVESUITE 1800
MIAMI, FL 33131
United States
Phone: 305-961-1698