WSFS WEALTH MANAGEMENT, LLC
Legal name: WSFS WEALTH MANAGEMENT
CRD #169192 SEC #801-78663 GREENVILLE, DE 302-571-6836
SEC Registered
Total AUM
--
Discretionary
--
Employees
0
Clients
0
Accounts
--
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 2, 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 |
|---|---|---|---|---|
| DOLINGER, LAURA | I | CHIEF COMPLIANCE OFFICER | NA | |
| WSFS FINANCIAL CORPORATION | DE | OWNER | E | Control |
Registrations
Federal
IA
Oct 2, 2013 REGISTERED
Notice Filings (1)
DE
Address
3801 KENNETT PIKESUITE C200
GREENVILLE, DE 19807
United States
Phone: 302-571-6836