ANN T. COFFEY WEALTH MANAGEMENT LLC
Legal name: COFFEY PRIVATE WEALTH MANAGEMENT
CRD #160423 SEC #801-77092 HOUSTON, TX 713-333-8900
SEC Registered
Total AUM
$5.5M
Discretionary
$5M
Employees
1
Clients
1
Accounts
8
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Nevada
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 26, 2018
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| COFFEY, ANN, TREECE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| COFFEY, ANN, TREECE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| COFFEY, ANN, TREECE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| COFFEY, ANN, TREECE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| COFFEY, ANN, TREECE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| COFFEY, ANN, TREECE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| COFFEY, ANN, TREECE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| COFFEY, ANN, TREECE | I | MANAGING MEMBER; PRESIDENT; CHIEF COMPLIANCE OFFICER | E | Control |
| COFFEY, ANN, TREECE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| COFFEY, ANN, TREECE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| COFFEY, ANN, TREECE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| COFFEY, ANN, TREECE | I | MANAGING MEMBER; PRESIDENT; CHIEF COMPLIANCE OFFICER | E | Control |
| COFFEY, ANN, TREECE | I | MANAGING MEMBER; PRESIDENT; CHIEF COMPLIANCE OFFICER | E | Control |
| COFFEY, ANN, TREECE | I | MANAGING MEMBER; PRESIDENT; CHIEF COMPLIANCE OFFICER | E | Control |
| COFFEY, ANN, TREECE | I | MANAGING MEMBER; PRESIDENT; CHIEF COMPLIANCE OFFICER | E | Control |
| COFFEY, ANN, TREECE | I | MANAGING MEMBER; PRESIDENT; CHIEF COMPLIANCE OFFICER | E | Control |
| COFFEY, ANN, TREECE | I | MANAGING MEMBER; PRESIDENT; CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Oct 26, 2018 REGISTERED
Notice Filings (2)
LA TX
Address
9821 KATY FREEWAYSUITE 170
HOUSTON, TX 77024
United States
Phone: 713-333-8900