RAM INVESTMENT PARTNERS, LLC
Legal name: AVIER WEALTH ADVISORS
CRD #161077 SEC #801-73301 BELLEVUE, WA 425-467-1011
SEC Registered
Total AUM
$964.4M
Discretionary
$766.1M
Employees
19
Clients
--
Accounts
2,477
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Washington
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 4, 2025
- 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 |
|---|---|---|---|---|
| DRAKE, TAYLOR, EVAN | I | CO-MANAGER / CHIEF IVESTMENT OFFICER | NA | Control |
| DRAKE, TAYLOR, EVAN | I | CO-MANAGER / CHIEF IVESTMENT OFFICER | NA | Control |
| DRAKE, TAYLOR, EVAN | I | CO-MANAGER / CHIEF IVESTMENT OFFICER | NA | Control |
| DRAKE, TAYLOR, EVAN | I | CO-MANAGER / CHIEF IVESTMENT OFFICER | NA | Control |
| DRAKE, TAYLOR, EVAN | I | CO-MANAGER | NA | Control |
| DRAKE, TAYLOR, EVAN | I | CO-MANAGER / CHIEF IVESTMENT OFFICER | NA | Control |
| DRAKE, TAYLOR, EVAN | I | CO-MANAGER / CHIEF IVESTMENT OFFICER | NA | Control |
| DRAKE, TAYLOR, EVAN | I | CO-MANAGER / CHIEF IVESTMENT OFFICER | NA | Control |
| DRAKE, TAYLOR, EVAN | I | CO-MANAGER / CHIEF IVESTMENT OFFICER | NA | Control |
| DRAKE, TAYLOR, EVAN | I | CO-MANAGER / CHIEF IVESTMENT OFFICER | NA | Control |
| DRAKE, TAYLOR, EVAN | I | CO-MANAGER / CHIEF IVESTMENT OFFICER | NA | Control |
| DRAKE, TAYLOR, EVAN | I | CO-MANAGER | NA | Control |
| DRAKE, TAYLOR, EVAN | I | CO-MANAGER | NA | Control |
| DRAKE, TAYLOR, EVAN | I | CO-MANAGER / CHIEF IVESTMENT OFFICER | NA | Control |
| LOCKWOOD, LUELLEN, HUBBARD | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| LOCKWOOD, LUELLEN, HUBBARD | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| LOCKWOOD, LUELLEN, HUBBARD | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| LOCKWOOD, LUELLEN, HUBBARD | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| LOCKWOOD, LUELLEN, HUBBARD | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| LOCKWOOD, LUELLEN, HUBBARD | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| LOCKWOOD, LUELLEN, HUBBARD | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| LOCKWOOD, LUELLEN, HUBBARD | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| LOCKWOOD, LUELLEN, HUBBARD | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| LOCKWOOD, LUELLEN, HUBBARD | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| LOCKWOOD, LUELLEN, HUBBARD | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| LOCKWOOD, LUELLEN, HUBBARD | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| LOCKWOOD, LUELLEN, HUBBARD | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| LOCKWOOD, LUELLEN, HUBBARD | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| LOCKWOOD, LUELLEN, HUBBARD | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| LOCKWOOD, LUELLEN, HUBBARD | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| LOCKWOOD, LUELLEN, HUBBARD | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| LOCKWOOD, LUELLEN, HUBBARD | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| LOCKWOOD, LUELLEN, HUBBARD | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| LOCKWOOD, LUELLEN, HUBBARD | I | CO-MANAGER/CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| LOCKWOOD, LUELLEN, HUBBARD | I | CO-MANAGER/CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| LOCKWOOD, LUELLEN, HUBBARD | I | CO-MANAGER/CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| LOCKWOOD, LUELLEN, HUBBARD | I | CO-MANAGER/CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| LOCKWOOD, LUELLEN, HUBBARD | I | CO-MANAGER/CHIEF OPERATING OFFICER | NA | Control |
| LOCKWOOD, LUELLEN, HUBBARD | I | CO-MANAGER/CHIEF FINANCIAL OFFICER | NA | Control |
| LOCKWOOD, LUELLEN, HUBBARD | I | CO-MANAGER/CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| LOCKWOOD, LUELLEN, HUBBARD | I | CO-MANAGER/CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| LOCKWOOD, LUELLEN, HUBBARD | I | CO-MANAGER/CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| LOCKWOOD, LUELLEN, HUBBARD | I | CO-MANAGER | NA | Control |
| LOCKWOOD, LUELLEN, HUBBARD | I | CO-MANAGER/CHIEF FINANCIAL OFFICER | NA | Control |
| LOCKWOOD, LUELLEN, HUBBARD | I | CO-MANAGER | NA | Control |
| OSSEWARD, JOHN, PRESTON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OSSEWARD, JOHN, PRESTON | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| OSSEWARD, JOHN, PRESTON | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| OSSEWARD, JOHN, PRESTON | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| OSSEWARD, JOHN, PRESTON | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| OSSEWARD, JOHN, PRESTON | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| OSSEWARD, JOHN, PRESTON | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| OSSEWARD, JOHN, PRESTON | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| STRAND, AAREN, N | I | PARTNER | NA | Control |
| STRAND, AAREN, N | I | PARTNER | NA | Control |
| STRAND, AAREN, N | I | PARTNER | NA | Control |
| STRAND, AAREN, N | I | PARTNER | NA | Control |
| WELTY, DAVID, KEITH | I | CO-MANAGER / MANAGING DIRECTOR | NA | Control |
| WELTY, DAVID, KEITH | I | CO-MANAGER / MANAGING DIRECTOR | NA | Control |
| WELTY, DAVID, KEITH | I | CO-MANAGER / MANAGING DIRECTOR | NA | Control |
| WELTY, DAVID, KEITH | I | CO-MANAGER / MANAGING DIRECTOR | NA | Control |
| WELTY, DAVID, KEITH | I | CO-MANAGER | NA | Control |
| WELTY, DAVID, KEITH | I | CO-MANAGER / MANAGING DIRECTOR | NA | Control |
| WELTY, DAVID, KEITH | I | CO-MANAGER / MANAGING DIRECTOR | NA | Control |
| WELTY, DAVID, KEITH | I | CO-MANAGER / MANAGING DIRECTOR | NA | Control |
| WELTY, DAVID, KEITH | I | CO-MANAGER / MANAGING DIRECTOR | NA | Control |
| WELTY, DAVID, KEITH | I | CO-MANAGER / MANAGING DIRECTOR | NA | Control |
| WELTY, DAVID, KEITH | I | CO-MANAGER / MANAGING DIRECTOR | NA | Control |
| WELTY, DAVID, KEITH | I | CO-MANAGER / MANAGING DIRECTOR | NA | Control |
| WELTY, DAVID, KEITH | I | CO-MANAGER / MANAGING DIRECTOR | NA | Control |
| WELTY, DAVID, KEITH | I | CO-MANAGER | NA | Control |
| WELTY, DAVID, KEITH | I | CO-MANAGER | NA | Control |
| WELTY, DAVID, KEITH | I | CO-MANAGER / MANAGING DIRECTOR | NA | Control |
| WELTY, DAVID, KEITH | I | CO-MANAGER / MANAGING DIRECTOR | NA | Control |
| WELTY, DAVID, KEITH | I | CO-MANAGER / MANAGING DIRECTOR | NA | Control |
| WELTY, DAVID, KEITH | I | CO-MANAGER / MANAGING DIRECTOR | NA | Control |
| WELTY, DAVID, KEITH | I | CO-MANAGER / MANAGING DIRECTOR | NA | Control |
| WELTY, DAVID, KEITH | I | CO-MANAGER / MANAGING DIRECTOR | NA | Control |
| WELTY, DAVID, KEITH | I | CO-MANAGER / MANAGING DIRECTOR | NA | Control |
| WELTY, DAVID, KEITH | I | CO-MANAGER / MANAGING DIRECTOR | NA | Control |
| WELTY, DAVID, KEITH | I | CO-MANAGER / MANAGING DIRECTOR | NA | Control |
| WELTY, DAVID, KEITH | I | CO-MANAGER / MANAGING DIRECTOR | NA | Control |
| WELTY, DAVID, KEITH | I | CO-MANAGER / MANAGING DIRECTOR | NA | Control |
| WELTY, DAVID, KEITH | I | CO-MANAGER / MANAGING DIRECTOR | NA | Control |
| WELTY, DAVID, KEITH | I | CO-MANAGER / MANAGING DIRECTOR | NA | Control |
| WELTY, DAVID, KEITH | I | CO-MANAGER / MANAGING DIRECTOR | NA | Control |
| WELTY, DAVID, KEITH | I | CO-MANAGER / MANAGING DIRECTOR | NA | Control |
| WELTY, DAVID, KEITH | I | CO-MANAGER / MANAGING DIRECTOR | NA | Control |
| WELTY, DAVID, KEITH | I | CO-MANAGER / MANAGING DIRECTOR | NA | Control |
| WELTY, DAVID, KEITH | I | CO-MANAGER / MANAGING DIRECTOR | NA | Control |
| WELTY, DAVID, KEITH | I | CO-MANAGER / MANAGING DIRECTOR | NA | Control |
| WELTY, DAVID, KEITH | I | CO-MANAGER / MANAGING DIRECTOR | NA | Control |
| WELTY, DAVID, KEITH | I | CO-MANAGER / MANAGING DIRECTOR | NA | Control |
| WELTY, DAVID, KEITH | I | CO-MANAGER / MANAGING DIRECTOR | NA | Control |
| WELTY, DAVID, KEITH | I | CO-MANAGER / MANAGING DIRECTOR | NA | Control |
| WELTY, DAVID, KEITH | I | CO-MANAGER / MANAGING DIRECTOR | NA | Control |
| WELTY, DAVID, KEITH | I | CO-MANAGER / MANAGING DIRECTOR | NA | Control |
| WELTY, DAVID, KEITH | I | CO-MANAGER / MANAGING DIRECTOR | NA | Control |
| WELTY, DAVID, KEITH | I | CO-MANAGER / MANAGING DIRECTOR | NA | Control |
| WELTY, DAVID, KEITH | I | CO-MANAGER / MANAGING DIRECTOR | NA | Control |
| WELTY, DAVID, KEITH | I | CO-MANAGER / MANAGING DIRECTOR | NA | Control |
| WELTY, DAVID, KEITH | I | CO-MANAGER / MANAGING DIRECTOR | NA | Control |
| WELTY, DAVID, KEITH | I | CO-MANAGER / MANAGING DIRECTOR | NA | Control |
| WELTY, DAVID, KEITH | I | CO-MANAGER / MANAGING DIRECTOR | NA | Control |
| WELTY, DAVID, KEITH | I | CO-MANAGER / MANAGING DIRECTOR | NA | Control |
| RETIREMENT ASSET MANAGEMENT, LLC | DE | OWNER | E | Control |
| RETIREMENT ASSET MANAGEMENT, LLC | DE | OWNER | E | Control |
| RETIREMENT ASSET MANAGEMENT, LLC | DE | OWNER | E | Control |
| RETIREMENT ASSET MANAGEMENT, LLC | DE | OWNER | E | Control |
| RETIREMENT ASSET MANAGEMENT, LLC | DE | OWNER | E | Control |
| RETIREMENT ASSET MANAGEMENT, LLC | DE | OWNER | E | Control |
| RETIREMENT ASSET MANAGEMENT, LLC | DE | OWNER | E | Control |
| RETIREMENT ASSET MANAGEMENT, LLC | DE | OWNER | E | Control |
| RETIREMENT ASSET MANAGEMENT, LLC | DE | OWNER | E | Control |
| RETIREMENT ASSET MANAGEMENT, LLC | DE | OWNER | E | Control |
| RETIREMENT ASSET MANAGEMENT, LLC | DE | OWNER | E | Control |
| RETIREMENT ASSET MANAGEMENT, LLC | DE | OWNER | E | Control |
| RETIREMENT ASSET MANAGEMENT, LLC | DE | OWNER | E | Control |
| RETIREMENT ASSET MANAGEMENT, LLC | DE | OWNER | E | Control |
| RETIREMENT ASSET MANAGEMENT, LLC | DE | OWNER | E | Control |
| RETIREMENT ASSET MANAGEMENT, LLC | DE | OWNER | E | Control |
| RETIREMENT ASSET MANAGEMENT, LLC | DE | OWNER | E | Control |
| RETIREMENT ASSET MANAGEMENT, LLC | DE | OWNER | E | Control |
| RETIREMENT ASSET MANAGEMENT, LLC | DE | OWNER | E | Control |
| RETIREMENT ASSET MANAGEMENT, LLC | DE | OWNER | E | Control |
| RETIREMENT ASSET MANAGEMENT, LLC | DE | OWNER | E | Control |
| RETIREMENT ASSET MANAGEMENT, LLC | DE | OWNER | E | Control |
| RETIREMENT ASSET MANAGEMENT, LLC | DE | OWNER | E | Control |
| RETIREMENT ASSET MANAGEMENT, LLC | DE | OWNER | E | Control |
| RETIREMENT ASSET MANAGEMENT, LLC | DE | OWNER | E | Control |
| RETIREMENT ASSET MANAGEMENT, LLC | DE | OWNER | E | Control |
| RETIREMENT ASSET MANAGEMENT, LLC | DE | OWNER | D | Control |
| RETIREMENT ASSET MANAGEMENT, LLC | DE | OWNER | D | Control |
| RETIREMENT ASSET MANAGEMENT, LLC | DE | OWNER | D | Control |
| RETIREMENT ASSET MANAGEMENT, LLC | DE | OWNER | D | Control |
| RETIREMENT ASSET MANAGEMENT, LLC | DE | OWNER | D | Control |
| RETIREMENT ASSET MANAGEMENT, LLC | DE | OWNER | D | Control |
| RETIREMENT ASSET MANAGEMENT, LLC | DE | OWNER | D | Control |
| RETIREMENT ASSET MANAGEMENT, LLC | DE | OWNER | D | Control |
| RETIREMENT ASSET MANAGEMENT, LLC | DE | OWNER | D | Control |
| RETIREMENT ASSET MANAGEMENT, LLC | DE | OWNER | D | Control |
| RETIREMENT ASSET MANAGEMENT, LLC | DE | OWNER | D | Control |
| RETIREMENT ASSET MANAGEMENT, LLC | DE | OWNER | D | Control |
| RETIREMENT ASSET MANAGEMENT, LLC | DE | OWNER | D | Control |
| RETIREMENT ASSET MANAGEMENT, LLC | DE | OWNER | D | Control |
| RETIREMENT ASSET MANAGEMENT, LLC | DE | OWNER | D | Control |
| RETIREMENT ASSET MANAGEMENT, LLC | DE | OWNER | D | Control |
| RETIREMENT ASSET MANAGEMENT, LLC | DE | OWNER | D | Control |
| RETIREMENT ASSET MANAGEMENT, LLC | DE | OWNER | D | Control |
| RETIREMENT ASSET MANAGEMENT, LLC | DE | OWNER | D | Control |
| RETIREMENT ASSET MANAGEMENT, LLC | DE | OWNER | D | Control |
| RETIREMENT ASSET MANAGEMENT, LLC | DE | OWNER | D | Control |
| RETIREMENT ASSET MANAGEMENT, LLC | DE | OWNER | D | Control |
| RETIREMENT ASSET MANAGEMENT, LLC | DE | OWNER | D | Control |
| RETIREMENT ASSET MANAGEMENT, LLC | DE | OWNER | D | Control |
| RETIREMENT ASSET MANAGEMENT, LLC | DE | OWNER | D | Control |
| RETIREMENT ASSET MANAGEMENT, LLC | DE | OWNER | D | Control |
| WELTY, DAVID, KEITH | I | CO-MANAGER / MANAGING DIRECTOR | C | Control |
| WELTY, DAVID, KEITH | I | CO-MANAGER / MANAGING DIRECTOR | C | Control |
| WELTY, DAVID, KEITH | I | CO-MANAGER / MANAGING DIRECTOR | C | Control |
| WELTY, DAVID, KEITH | I | CO-MANAGER / MANAGING DIRECTOR | C | Control |
| DRAKE, TAYLOR, EVAN | I | CO-MANAGER / CHIEF INVESTMENT OFFICER | B | Control |
| DRAKE, TAYLOR, EVAN | I | CO-MANAGER / CHIEF INVESTMENT OFFICER | B | Control |
| DRAKE, TAYLOR, EVAN | I | CO-MANAGER / CHIEF INVESTMENT OFFICER | B | Control |
| DRAKE, TAYLOR, EVAN | I | CO-MANAGER / CHIEF INVESTMENT OFFICER | B | Control |
| DRAKE, TAYLOR, EVAN | I | CO-MANAGER / CHIEF INVESTMENT OFFICER | B | Control |
| DRAKE, TAYLOR, EVAN | I | CO-MANAGER / CHIEF INVESTMENT OFFICER | B | Control |
| DRAKE, TAYLOR, EVAN | I | CO-MANAGER / CHIEF INVESTMENT OFFICER | B | Control |
| OSSEWARD, JOHN, PRESTON | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | B | Control |
| OSSEWARD, JOHN, PRESTON | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | B | Control |
| OSSEWARD, JOHN, PRESTON | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | B | Control |
| OSSEWARD, JOHN, PRESTON | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | B | Control |
| OSSEWARD, JOHN, PRESTON | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | B | Control |
| OSSEWARD, JOHN, PRESTON | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | B | Control |
| OSSEWARD, JOHN, PRESTON | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | B | Control |
| OSSEWARD, JOHN, PRESTON | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | B | Control |
| OSSEWARD, JOHN, PRESTON | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | B | Control |
| OSSEWARD, JOHN, PRESTON | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | B | Control |
| OSSEWARD, JOHN, PRESTON | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | B | Control |
| OSSEWARD, JOHN, PRESTON | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | B | Control |
| OSSEWARD, JOHN, PRESTON | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | B | Control |
| OSSEWARD, JOHN, PRESTON | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | B | Control |
| PHILLIPS, LARS, LEE | I | MEMBER | B | Control |
| PHILLIPS, LARS, LEE | I | MEMBER | B | Control |
| PHILLIPS, LARS, LEE | I | MEMBER | B | Control |
| PHILLIPS, LARS, LEE | I | MEMBER | B | Control |
| PHILLIPS, LARS, LEE | I | MEMBER | B | Control |
| PHILLIPS, LARS, LEE | I | MEMBER | B | Control |
| PHILLIPS, LARS, LEE | I | MEMBER | B | Control |
| PHILLIPS, LARS, LEE | I | MEMBER | B | Control |
| PHILLIPS, LARS, LEE | I | MEMBER | B | Control |
| PHILLIPS, LARS, LEE | I | MEMBER | B | Control |
| PHILLIPS, LARS, LEE | I | MEMBER | B | Control |
| PHILLIPS, LARS, LEE | I | MEMBER | B | Control |
| PHILLIPS, LARS, LEE | I | MEMBER | B | Control |
| PHILLIPS, LARS, LEE | I | MEMBER | B | Control |
| PHILLIPS, LARS, LEE | I | MEMBER | B | Control |
| PHILLIPS, LARS, LEE | I | MEMBER | B | Control |
| PHILLIPS, LARS, LEE | I | MEMBER | B | Control |
| PHILLIPS, LARS, LEE | I | MEMBER | B | Control |
| PROVEST CAPITAL MANAGEMENT LLC | DE | OWNER | B | Control |
| PROVEST CAPITAL MANAGEMENT LLC | DE | OWNER | B | Control |
| PROVEST CAPITAL MANAGEMENT LLC | DE | OWNER | B | Control |
| PROVEST CAPITAL MANAGEMENT LLC | DE | OWNER | B | Control |
| PROVEST CAPITAL MANAGEMENT LLC | DE | OWNER | B | Control |
| PROVEST CAPITAL MANAGEMENT LLC | DE | OWNER | B | Control |
| PROVEST CAPITAL MANAGEMENT LLC | DE | OWNER | B | Control |
| PROVEST CAPITAL MANAGEMENT LLC | DE | OWNER | B | Control |
| PROVEST CAPITAL MANAGEMENT LLC | DE | OWNER | B | Control |
| PROVEST CAPITAL MANAGEMENT LLC | DE | OWNER | B | Control |
| PROVEST CAPITAL MANAGEMENT LLC | DE | OWNER | B | Control |
| PROVEST CAPITAL MANAGEMENT LLC | DE | OWNER | B | Control |
| PROVEST CAPITAL MANAGEMENT LLC | DE | OWNER | B | Control |
| PROVEST CAPITAL MANAGEMENT LLC | DE | OWNER | B | Control |
| PROVEST CAPITAL MANAGEMENT LLC | DE | OWNER | B | Control |
| PROVEST CAPITAL MANAGEMENT LLC | DE | OWNER | B | Control |
| PROVEST CAPITAL MANAGEMENT LLC | DE | OWNER | B | Control |
| PROVEST CAPITAL MANAGEMENT LLC | DE | OWNER | B | Control |
| PROVEST CAPITAL MANAGEMENT LLC | DE | OWNER | B | Control |
| PROVEST CAPITAL MANAGEMENT LLC | DE | OWNER | B | Control |
| PROVEST CAPITAL MANAGEMENT LLC | DE | OWNER | B | Control |
| PROVEST CAPITAL MANAGEMENT LLC | DE | OWNER | B | Control |
| PROVEST CAPITAL MANAGEMENT LLC | DE | OWNER | B | Control |
| PROVEST CAPITAL MANAGEMENT LLC | DE | OWNER | B | Control |
| PROVEST CAPITAL MANAGEMENT LLC | DE | OWNER | B | Control |
| PROVEST CAPITAL MANAGEMENT LLC | DE | OWNER | B | Control |
| PROVEST CAPITAL MANAGEMENT LLC | DE | OWNER | B | Control |
| PROVEST CAPITAL MANAGEMENT LLC | DE | OWNER | B | Control |
| PROVEST CAPITAL MANAGEMENT LLC | DE | OWNER | B | Control |
| PROVEST CAPITAL MANAGEMENT LLC | DE | OWNER | B | Control |
| PROVEST CAPITAL MANAGEMENT, LLC | DE | OWNER | B | Control |
| Wright, Nicholas, Leo | I | MEMBER | B | Control |
| Wright, Nicholas, Leo | I | MEMBER | B | Control |
| Wright, Nicholas, Leo | I | MEMBER | B | Control |
| Wright, Nicholas, Leo | I | MEMBER | B | Control |
| DRAKE, TAYLOR, EVAN | I | CO-MANAGER / CHIEF IVESTMENT OFFICER | A | Control |
| DRAKE, TAYLOR, EVAN | I | CO-MANAGER / CHIEF IVESTMENT OFFICER | A | Control |
| DRAKE, TAYLOR, EVAN | I | CO-MANAGER / CHIEF INVESTMENT OFFICER | A | Control |
| DRAKE, TAYLOR, EVAN | I | CO-MANAGER / CHIEF IVESTMENT OFFICER | A | Control |
| DRAKE, TAYLOR, EVAN | I | CO-MANAGER / CHIEF INVESTMENT OFFICER | A | Control |
| DRAKE, TAYLOR, EVAN | I | CO-MANAGER / CHIEF INVESTMENT OFFICER | A | Control |
| DRAKE, TAYLOR, EVAN | I | CO-MANAGER / CHIEF INVESTMENT OFFICER | A | Control |
| DRAKE, TAYLOR, EVAN | I | CO-MANAGER / CHIEF INVESTMENT OFFICER | A | Control |
| DRAKE, TAYLOR, EVAN | I | CO-MANAGER / CHIEF INVESTMENT OFFICER | A | Control |
| DRAKE, TAYLOR, EVAN | I | CO-MANAGER / CHIEF INVESTMENT OFFICER | A | Control |
| OSSEWARD, JOHN, PRESTON | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | A | Control |
| OSSEWARD, JOHN, PRESTON | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | A | Control |
| OSSEWARD, JOHN, PRESTON | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | A | Control |
| OSSEWARD, JOHN, PRESTON | I | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | A | Control |
| STRAND, AAREN, N | I | PARTNER | A | Control |
| STRAND, AAREN, N | I | PARTNER | A | Control |
| STRAND, AAREN, N | I | PARTNER | A | Control |
| STRAND, AAREN, N | I | PARTNER | A | Control |
| Wright, Nicholas, Leo | I | MEMBER | A | Control |
| Wright, Nicholas, Leo | I | MEMBER | A | Control |
| Wright, Nicholas, Leo | I | MEMBER | A | Control |
| Wright, Nicholas, Leo | I | MEMBER | A | Control |
| Wright, Nicholas, Leo | I | MEMBER | A | Control |
| Wright, Nicholas, Leo | I | MEMBER | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| DRAKE, TAYLOR, EVAN | I | PROVEST CAPITAL MANAGEMENT, LLC | E | Control |
| DRAKE, TAYLOR, EVAN | I | PROVEST CAPITAL MANAGEMENT, LLC | E | Control |
| DRAKE, TAYLOR, EVAN | I | PROVEST CAPITAL MANAGEMENT, LLC | E | Control |
| DRAKE, TAYLOR, EVAN | I | PROVEST CAPITAL MANAGEMENT, LLC | E | Control |
| DRAKE, TAYLOR, EVAN | I | PROVEST CAPITAL MANAGEMENT, LLC | E | Control |
| DRAKE, TAYLOR, EVAN | I | PROVEST CAPITAL MANAGEMENT, LLC | E | Control |
| DRAKE, TAYLOR, EVAN | I | PROVEST CAPITAL MANAGEMENT, LLC | E | Control |
| DRAKE, TAYLOR, EVAN | I | PROVEST CAPITAL MANAGEMENT, LLC | E | Control |
| DRAKE, TAYLOR, EVAN | I | PROVEST CAPITAL MANAGEMENT, LLC | E | Control |
| DRAKE, TAYLOR, EVAN | I | PROVEST CAPITAL MANAGEMENT, LLC | E | Control |
| DRAKE, TAYLOR, EVAN | I | PROVEST CAPITAL MANAGEMENT, LLC | E | Control |
| DRAKE, TAYLOR, EVAN | I | PROVEST CAPITAL MANAGEMENT, LLC | E | Control |
| DRAKE, TAYLOR, EVAN | I | PROVEST CAPITAL MANAGEMENT, LLC | E | Control |
| DRAKE, TAYLOR, EVAN | I | PROVEST CAPITAL MANAGEMENT, LLC | E | Control |
| DRAKE, TAYLOR, EVAN | I | PROVEST CAPITAL MANAGEMENT, LLC | E | Control |
| DRAKE, TAYLOR, EVAN | I | PROVEST CAPITAL MANAGEMENT, LLC | E | Control |
| DRAKE, TAYLOR, EVAN | I | PROVEST CAPITAL MANAGEMENT, LLC | E | Control |
| DRAKE, TAYLOR, EVAN | I | PROVEST CAPITAL MANAGEMENT, LLC | E | Control |
| DRAKE, TAYLOR, EVAN | I | PROVEST CAPITAL MANAGEMENT, LLC | E | Control |
| DRAKE, TAYLOR, EVAN | I | PROVEST CAPITAL MANAGEMENT, LLC | E | Control |
| DRAKE, TAYLOR, EVAN | I | PROVEST CAPITAL MANAGEMENT, LLC | E | Control |
| DRAKE, TAYLOR, EVAN | I | PROVEST CAPITAL MANAGEMENT, LLC | E | Control |
| DRAKE, TAYLOR, EVAN | I | PROVEST CAPITAL MANAGEMENT, LLC | E | Control |
| DRAKE, TAYLOR, EVAN | I | PROVEST CAPITAL MANAGEMENT, LLC | E | Control |
| DRAKE, TAYLOR, EVAN | I | PROVEST CAPITAL MANAGEMENT, LLC | E | Control |
| DRAKE, TAYLOR, EVAN | I | PROVEST CAPITAL MANAGEMENT, LLC | E | Control |
| DRAKE, TAYLOR, EVAN | I | PROVEST CAPITAL MANAGEMENT, LLC | E | Control |
| DRAKE, TAYLOR, EVAN | I | PROVEST CAPITAL MANAGEMENT, LLC | E | Control |
| DRAKE, TAYLOR, EVAN | I | PROVEST CAPITAL MANAGEMENT, LLC | E | Control |
| DRAKE, TAYLOR, EVAN | I | PROVEST CAPITAL MANAGEMENT, LLC | E | Control |
| WELTY, DAVID, KEITH | I | RETIREMENT ASSET MANAGEMENT, LLC | E | Control |
| WELTY, DAVID, KEITH | I | RETIREMENT ASSET MANAGEMENT, LLC | E | Control |
| WELTY, DAVID, KEITH | I | RETIREMENT ASSET MANAGEMENT, LLC | E | Control |
| WELTY, DAVID, KEITH | I | RETIREMENT ASSET MANAGEMENT, LLC | E | Control |
| WELTY, DAVID, KEITH | I | RETIREMENT ASSET MANAGEMENT, LLC | E | Control |
| WELTY, DAVID, KEITH | I | RETIREMENT ASSET MANAGEMENT, LLC | E | Control |
| WELTY, DAVID, KEITH | I | RETIREMENT ASSET MANAGEMENT, LLC | E | Control |
| WELTY, DAVID, KEITH | I | RETIREMENT ASSET MANAGEMENT, LLC | E | Control |
| WELTY, DAVID, KEITH | I | RETIREMENT ASSET MANAGEMENT, LLC | E | Control |
| WELTY, DAVID, KEITH | I | RETIREMENT ASSET MANAGEMENT, LLC | E | Control |
| WELTY, DAVID, KEITH | I | RETIREMENT ASSET MANAGEMENT, LLC | E | Control |
| WELTY, DAVID, KEITH | I | RETIREMENT ASSET MANAGEMENT, LLC | E | Control |
| WELTY, DAVID, KEITH | I | RETIREMENT ASSET MANAGEMENT, LLC | E | Control |
| WELTY, DAVID, KEITH | I | RETIREMENT ASSET MANAGEMENT, LLC | E | Control |
| WELTY, DAVID, KEITH | I | RETIREMENT ASSET MANAGEMENT, LLC | E | Control |
| WELTY, DAVID, KEITH | I | RETIREMENT ASSET MANAGEMENT, LLC | E | Control |
| WELTY, DAVID, KEITH | I | RETIREMENT ASSET MANAGEMENT, LLC | E | Control |
| WELTY, DAVID, KEITH | I | RETIREMENT ASSET MANAGEMENT, LLC | E | Control |
| WELTY, DAVID, KEITH | I | RETIREMENT ASSET MANAGEMENT, LLC | E | Control |
| WELTY, DAVID, KEITH | I | RETIREMENT ASSET MANAGEMENT, LLC | E | Control |
| WELTY, DAVID, KEITH | I | RETIREMENT ASSET MANAGEMENT, LLC | E | Control |
| WELTY, DAVID, KEITH | I | RETIREMENT ASSET MANAGEMENT, LLC | E | Control |
| WELTY, DAVID, KEITH | I | RETIREMENT ASSET MANAGEMENT, LLC | E | Control |
| WELTY, DAVID, KEITH | I | RETIREMENT ASSET MANAGEMENT, LLC | E | Control |
| WELTY, DAVID, KEITH | I | RETIREMENT ASSET MANAGEMENT, LLC | E | Control |
| WELTY, DAVID, KEITH | I | RETIREMENT ASSET MANAGEMENT, LLC | E | Control |
| WELTY, DAVID, KEITH | I | RETIREMENT ASSET MANAGEMENT, LLC | E | Control |
| WELTY, DAVID, KEITH | I | RETIREMENT ASSET MANAGEMENT, LLC | E | Control |
| WELTY, DAVID, KEITH | I | RETIREMENT ASSET MANAGEMENT, LLC | E | Control |
| WELTY, DAVID, KEITH | I | RETIREMENT ASSET MANAGEMENT, LLC | E | Control |
| WELTY, DAVID, KEITH | I | RETIREMENT ASSET MANAGEMENT, LLC | E | Control |
| WELTY, DAVID, KEITH | I | RETIREMENT ASSET MANAGEMENT, LLC | E | Control |
| WELTY, DAVID, KEITH | I | RETIREMENT ASSET MANAGEMENT, LLC | E | Control |
| WELTY, DAVID, KEITH | I | RETIREMENT ASSET MANAGEMENT, LLC | E | Control |
| WELTY, DAVID, KEITH | I | RETIREMENT ASSET MANAGEMENT, LLC | E | Control |
| WELTY, DAVID, KEITH | I | RETIREMENT ASSET MANAGEMENT, LLC | E | Control |
| WELTY, DAVID, KEITH | I | RETIREMENT ASSET MANAGEMENT, LLC | E | Control |
| WELTY, DAVID, KEITH | I | RETIREMENT ASSET MANAGEMENT, LLC | E | Control |
| WELTY, DAVID, KEITH | I | RETIREMENT ASSET MANAGEMENT, LLC | E | Control |
| WELTY, DAVID, KEITH | I | RETIREMENT ASSET MANAGEMENT, LLC | E | Control |
| WELTY, DAVID, KEITH | I | RETIREMENT ASSET MANAGEMENT, LLC | E | Control |
| WELTY, DAVID, KEITH | I | RETIREMENT ASSET MANAGEMENT, LLC | E | Control |
| WELTY, DAVID, KEITH | I | RETIREMENT ASSET MANAGEMENT, LLC | E | Control |
| WELTY, DAVID, KEITH | I | RETIREMENT ASSET MANAGEMENT, LLC | E | Control |
| WELTY, DAVID, KEITH | I | RETIREMENT ASSET MANAGEMENT, LLC | E | Control |
| WELTY, DAVID, KEITH | I | RETIREMENT ASSET MANAGEMENT, LLC | E | Control |
| WELTY, DAVID, KEITH | I | RETIREMENT ASSET MANAGEMENT, LLC | E | Control |
Registrations
Federal
IA
Nov 4, 2025 REGISTERED
Notice Filings (16)
AK AZ CA CO FL HI ID IL LA NE NH NV NY OR TX WA
Address
10655 NE 4TH STREETSUITE 500
BELLEVUE, WA 98004
United States
Phone: 425-467-1011