CL WEALTH MANAGEMENT, LLC
CRD #164963 SEC #801-77410 NEW YORK, NY 212-388-6200
SEC Registered Private Funds
Total AUM
$0
Discretionary
$0
Employees
2
Clients
0
Accounts
0
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 8, 2013
- 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 |
|---|---|---|---|---|
| AKERMAN, ALBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| AKERMAN, ALBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| AKERMAN, ALBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| AKERMAN, ALBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| AKERMAN, ALBERT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GOULD, CRAIG, MICHAEL | I | PRESIDENT | NA | Control |
| GOULD, CRAIG, MICHAEL | I | PRESIDENT | NA | Control |
| GOULD, CRAIG, MICHAEL | I | PRESIDENT | NA | Control |
| GOULD, CRAIG, MICHAEL | I | PRESIDENT | NA | Control |
| GOULD, CRAIG, MICHAEL | I | PRESIDENT | NA | Control |
| PRIME UNITED HOLDINGS LLC | DE | HOLDING COMPLANY | E | Control |
| PRIME UNITED HOLDINGS LLC | DE | HOLDING COMPLANY | E | Control |
| PRIME UNITED HOLDINGS LLC | DE | HOLDING COMPLANY | E | Control |
| PRIME UNITED HOLDINGS LLC | DE | HOLDING COMPLANY | E | Control |
| PRIME UNITED HOLDINGS LLC | DE | HOLDING COMPLANY | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| FRYDMAN, JACOB, ABRAHAM | I | WINTER INVESTORS LLC | F | Control |
| FRYDMAN, JACOB, ABRAHAM | I | WINTER INVESTORS LLC | F | Control |
| FRYDMAN, JACOB, ABRAHAM | I | WINTER INVESTORS LLC | F | Control |
| FRYDMAN, JACOB, ABRAHAM | I | WINTER INVESTORS LLC | F | Control |
| FRYDMAN, JACOB, ABRAHAM | I | WINTER INVESTORS LLC | F | Control |
| VERSCHLEISER, ELI | I | EVE, LLC | E | Control |
| VERSCHLEISER, ELI | I | EVE, LLC | E | Control |
| VERSCHLEISER, ELI | I | EVE, LLC | E | Control |
| VERSCHLEISER, ELI | I | EVE, LLC | E | Control |
| VERSCHLEISER, ELI | I | EVE, LLC | E | Control |
| WINTER INVESTORS, LLC | DE | SUMMER INVESTORS LLC | E | Control |
| WINTER INVESTORS, LLC | DE | SUMMER INVESTORS LLC | E | Control |
| WINTER INVESTORS, LLC | DE | SUMMER INVESTORS LLC | E | Control |
| WINTER INVESTORS, LLC | DE | SUMMER INVESTORS LLC | E | Control |
| WINTER INVESTORS, LLC | DE | SUMMER INVESTORS LLC | E | Control |
| EVE LLC | DE | PRIME UNITED HOLDINGS | D | Control |
| EVE LLC | DE | PRIME UNITED HOLDINGS | D | Control |
| EVE LLC | DE | PRIME UNITED HOLDINGS | D | Control |
| EVE LLC | DE | PRIME UNITED HOLDINGS | D | Control |
| EVE LLC | DE | PRIME UNITED HOLDINGS | D | Control |
| SUMMER INVESTORS LLC | DE | PRIME UNITED HOLDINGS LLC | D | Control |
| SUMMER INVESTORS LLC | DE | PRIME UNITED HOLDINGS LLC | D | Control |
| SUMMER INVESTORS LLC | DE | PRIME UNITED HOLDINGS LLC | D | Control |
| SUMMER INVESTORS LLC | DE | PRIME UNITED HOLDINGS LLC | D | Control |
| SUMMER INVESTORS LLC | DE | PRIME UNITED HOLDINGS LLC | D | Control |
Registrations
Federal
IA
Jan 8, 2013 REGISTERED
Notice Filings (2)
FL NY
Address
44 WALL STREETNEW YORK, NY 10005
United States
Phone: 212-388-6200