ALIGN IMPACT, LLC
CRD #176516 SEC #801-96173 DENVER, CO 805-243-8055
SEC Registered Private Funds
Total AUM
$782.3M
Discretionary
$435.4M
Employees
23
Clients
51
Accounts
139
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 2, 2025
- Branch Offices
- 12
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ALEXANDRA SHABTAI / NGMA TRUST | DE | MEMBER | NA | |
| BRUCE, JONATHAN, DANIEL | I | PRESIDENT | NA | Control |
| BRUCE, JONATHAN, DANIEL | I | PRESIDENT | NA | Control |
| BRUCE, JONATHAN, DANIEL | I | PRESIDENT | NA | Control |
| BRUCE, JONATHAN, DANIEL | I | PRESIDENT | NA | Control |
| BRUCE, JONATHAN, DANIEL | I | PRESIDENT | NA | Control |
| BRUCE, JONATHAN, DANIEL | I | PRESIDENT | NA | Control |
| BRUCE, JONATHAN, DANIEL | I | PRESIDENT | NA | Control |
| BRUCE, JONATHAN, DANIEL | I | PRESIDENT | NA | Control |
| BRUCE, JONATHAN, DANIEL | I | PRESIDENT | NA | Control |
| BRUCE, JONATHAN, DANIEL | I | PRESIDENT | NA | Control |
| BRUCE, JONATHAN, DANIEL | I | PRESIDENT | NA | Control |
| CORDES, RONALD, DENNIS | I | DIRECTOR | NA | Control |
| CORDES, RONALD, DENNIS | I | DIRECTOR | NA | Control |
| CORDES, RONALD, DENNIS | I | DIRECTOR | NA | Control |
| CORDES, RONALD, DENNIS | I | DIRECTOR | NA | Control |
| CORDES, RONALD, DENNIS | I | DIRECTOR | NA | Control |
| CORDES, RONALD, DENNIS | I | DIRECTOR | NA | Control |
| CORDES, RONALD, DENNIS | I | DIRECTOR | NA | Control |
| CORDES, RONALD, DENNIS | I | DIRECTOR | NA | Control |
| CORDES, RONALD, DENNIS | I | DIRECTOR | NA | Control |
| CORDES, RONALD, DENNIS | I | DIRECTOR | NA | Control |
| CORDES, RONALD, DENNIS | I | DIRECTOR | NA | Control |
| CORDES, RONALD, DENNIS | I | DIRECTOR | NA | Control |
| CORDES, RONALD, DENNIS | I | DIRECTOR | NA | Control |
| CORDES, RONALD, DENNIS | I | DIRECTOR | NA | Control |
| CORDES, RONALD, DENNIS | I | DIRECTOR | NA | Control |
| CORDES, RONALD, DENNIS | I | DIRECTOR | NA | Control |
| CORDES, RONALD, DENNIS | I | DIRECTOR | NA | Control |
| CORDES, RONALD, DENNIS | I | DIRECTOR | NA | Control |
| CORDES, RONALD, DENNIS | I | DIRECTOR | NA | Control |
| CORDES, RONALD, DENNIS | I | DIRECTOR | NA | Control |
| Caruso-FitzGerald, Jolyne, Kristen | I | MANAGER | NA | Control |
| Caruso-FitzGerald, Jolyne, Kristen | I | MANAGER | NA | Control |
| Caruso-FitzGerald, Jolyne, Kristen | I | MANAGER | NA | Control |
| Caruso-FitzGerald, Jolyne, Kristen | I | MANAGER | NA | Control |
| JACOBSEN, ERIC, THOMAS | I | MANAGER | NA | Control |
| JACOBSEN, ERIC, THOMAS | I | MANAGER | NA | Control |
| JACOBSEN, ERIC, THOMAS | I | MANAGER | NA | Control |
| JACOBSEN, ERIC, THOMAS | I | MANAGER | NA | Control |
| JACOBSEN, ERIC, THOMAS | I | MANAGER | NA | Control |
| JACOBSEN, ERIC, THOMAS | I | MANAGER | NA | Control |
| JACOBSEN, ERIC, THOMAS | I | MANAGER | NA | Control |
| JACOBSEN, ERIC, THOMAS | I | MANAGER | NA | Control |
| JACOBSEN, ERIC, THOMAS | I | MANAGER | NA | Control |
| JACOBSEN, ERIC, THOMAS | I | MANAGER | NA | Control |
| JACOBSEN, ERIC, THOMAS | I | MANAGER | NA | Control |
| JACOBSEN, ERIC, THOMAS | I | MANAGER | NA | Control |
| JACOBSEN, ERIC, THOMAS | I | MANAGER | NA | Control |
| JACOBSEN, ERIC, THOMAS | I | MANAGER | NA | Control |
| JACOBSEN, ERIC, THOMAS | I | MANAGER | NA | Control |
| JACOBSEN, ERIC, THOMAS | I | MANAGER | NA | Control |
| JACOBSEN, ERIC, THOMAS | I | MANAGER | NA | Control |
| JACOBSEN, ERIC, THOMAS | I | MANAGER | NA | Control |
| JACOBSEN, ERIC, THOMAS | I | MANAGER | NA | Control |
| JACOBSEN, ERIC, THOMAS | I | MANAGER | NA | Control |
| JOLYNE CARUSO-FITZGERALD REVOCABLE LIVING TRUST | DE | MEMBER | NA | |
| JOYNER, COURTNEY, LAVIN | I | HEAD OF CLIENT SERVICES & PHILANTHROPY | NA | |
| KELLEHER, DENNIS, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| KELLEHER, DENNIS, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| KELLEHER, DENNIS, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| KELLEHER, DENNIS, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| KELLEHER, DENNIS, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| KELLEHER, DENNIS, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| KELLEHER, DENNIS, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| KENNING, JENNIFER, DEE | I | MANAGING MEMBER | NA | Control |
| KENNING, JENNIFER, DEE | I | MANAGING MEMBER | NA | Control |
| KENNING, JENNIFER, DEE | I | MANAGING MEMBER | NA | Control |
| KENNING, JENNIFER, DEE | I | MANAGING MEMBER | NA | Control |
| KENNING, JENNIFER, DEE | I | MANAGING MEMBER | NA | Control |
| KENNING, JENNIFER, DEE | I | MANAGING MEMBER | NA | Control |
| KENNING, JENNIFER, DEE | I | MANAGING MEMBER | NA | Control |
| KENNING, JENNIFER, DEE | I | MANAGING MEMBER | NA | Control |
| KENNING, JENNIFER, DEE | I | MANAGING MEMBER | NA | Control |
| KESSEL, BRENTON, WARWICK | I | MANAGING MEMBER | NA | Control |
| KESSEL, BRENTON, WARWICK | I | MANAGING MEMBER | NA | Control |
| KESSEL, BRENTON, WARWICK | I | MANAGING MEMBER | NA | Control |
| KESSEL, BRENTON, WARWICK | I | MANAGING MEMBER | NA | Control |
| KESSEL, BRENTON, WARWICK | I | MANAGING MEMBER | NA | Control |
| KESSEL, BRENTON, WARWICK | I | MANAGING MEMBER | NA | Control |
| KESSEL, BRENTON, WARWICK | I | MANAGING MEMBER | NA | Control |
| LU, JESSICA | I | CCO | NA | |
| LU, JESSICA | I | CCO | NA | |
| LU, JESSICA | I | MANAGING MEMBER & CCO | NA | |
| LU, JESSICA | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | NA | |
| LU, JESSICA | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | NA | |
| LU, JESSICA, NMN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | NA | Control |
| LU, JESSICA, NMN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | NA | Control |
| LU, JESSICA, NMN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | NA | Control |
| LU, JESSICA, NMN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | NA | Control |
| LU, JESSICA, NMN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | NA | Control |
| LU, JESSICA, NMN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | NA | Control |
| MEYERCORD, JOHN, DUFFIELD | I | PRESIDENT | NA | Control |
| MEYERCORD, JOHN, DUFFIELD | I | PRESIDENT | NA | Control |
| MEYERCORD, JOHN, DUFFIELD | I | PRESIDENT | NA | Control |
| MEYERCORD, JOHN, DUFFIELD | I | PRESIDENT | NA | Control |
| MILLER, JEFFREY | I | MANAGER | NA | Control |
| MILLER, JEFFREY | I | MANAGER | NA | Control |
| MILLER, JEFFREY | I | MANAGER | NA | Control |
| MILLER, JEFFREY | I | MANAGER | NA | Control |
| MILLER, JEFFREY | I | MANAGER | NA | Control |
| MILLER, JEFFREY | I | MANAGER | NA | Control |
| MILLER, JEFFREY | I | MANAGER | NA | Control |
| MILLER, JEFFREY | I | MANAGER | NA | Control |
| MILLER, JEFFREY | I | MANAGER | NA | Control |
| MILLER, JEFFREY | I | MANAGER | NA | Control |
| MILLER, JEFFREY | I | MANAGER | NA | Control |
| MILLER, JEFFREY | I | MANAGER | NA | Control |
| MILLER, JEFFREY | I | MANAGER | NA | Control |
| MILLER, JEFFREY | I | MANAGER | NA | Control |
| MILLER, JEFFREY | I | MANAGER | NA | Control |
| MILLER, JEFFREY | I | MANAGER | NA | Control |
| MILLER, JEFFREY | I | MANAGER | NA | Control |
| MILLER, JEFFREY | I | MANAGER | NA | Control |
| MILLER, JEFFREY | I | MANAGER | NA | Control |
| MILLER, JEFFREY | I | MANAGER | NA | Control |
| Panchal, Chintan | I | MANAGER | NA | Control |
| Panchal, Chintan | I | MANAGER | NA | Control |
| Panchal, Chintan | I | MANAGER | NA | Control |
| Panchal, Chintan | I | MANAGER | NA | Control |
| Panchal, Chintan | I | MANAGER | NA | Control |
| Panchal, Chintan | I | MANAGER | NA | Control |
| Panchal, Chintan | I | MANAGER | NA | Control |
| Panchal, Chintan | I | MANAGER | NA | Control |
| Panchal, Chintan | I | MANAGER | NA | Control |
| Panchal, Chintan | I | MANAGER | NA | Control |
| Panchal, Chintan | I | MANAGER | NA | Control |
| Panchal, Chintan | I | MANAGER | NA | Control |
| Panchal, Chintan | I | MANAGER | NA | Control |
| Panchal, Chintan | I | MANAGER | NA | Control |
| Panchal, Chintan | I | MANAGER | NA | Control |
| Panchal, Chintan | I | MANAGER | NA | Control |
| RAFAEL, ELIZABETH | I | MANAGER | NA | Control |
| RAFAEL, ELIZABETH | I | MANAGER | NA | Control |
| RAFAEL, ELIZABETH | I | MANAGER | NA | Control |
| RAFAEL, ELIZABETH | I | MANAGER | NA | Control |
| RAFAEL, ELIZABETH | I | MANAGER | NA | Control |
| RAFAEL, ELIZABETH | I | MANAGER | NA | Control |
| RAFAEL, ELIZABETH | I | MANAGER | NA | Control |
| RAFAEL, ELIZABETH | I | MANAGER | NA | Control |
| RAFAEL, ELIZABETH | I | MANAGER | NA | Control |
| RAFAEL, ELIZABETH | I | MANAGER | NA | Control |
| RAFAEL, ELIZABETH | I | MANAGER | NA | Control |
| RAFAEL, ELIZABETH | I | MANAGER | NA | Control |
| RAFAEL, ELIZABETH | I | MANAGER | NA | Control |
| RAFAEL, ELIZABETH | I | MANAGER | NA | Control |
| RAFAEL, ELIZABETH | I | MANAGER | NA | Control |
| RAFAEL, ELIZABETH | I | MANAGER | NA | Control |
| RAFAEL, ELIZABETH | I | MANAGER | NA | Control |
| RAFAEL, ELIZABETH | I | MANAGER | NA | Control |
| RAFAEL, ELIZABETH | I | MANAGER | NA | Control |
| RAFAEL, ELIZABETH | I | MANAGER | NA | Control |
| RAFAEL, ELIZABETH | I | MANAGER | NA | Control |
| RAFAEL, ELIZABETH | I | MANAGER | NA | Control |
| RAFAEL, ELIZABETH | I | MANAGER | NA | Control |
| RAFAEL, ELIZABETH | I | MANAGER | NA | Control |
| RPCK VENTURES LLC | DE | MEMBER | NA | |
| RPCK VENTURES LLC | DE | MEMBER | NA | |
| RPCK VENTURES LLC | DE | MEMBER | NA | |
| RPCK VENTURES LLC | DE | MEMBER | NA | |
| RPCK VENTURES LLC | DE | MEMBER | NA | |
| RPCK VENTURES LLC | DE | MEMBER | NA | |
| RPCK VENTURES LLC | DE | MEMBER | NA | |
| RPCK VENTURES LLC | DE | MEMBER | NA | |
| RPCK VENTURES LLC | DE | MEMBER | NA | |
| RPCK VENTURES LLC | DE | MEMBER | NA | |
| RPCK VENTURES LLC | DE | MEMBER | NA | |
| RPCK VENTURES LLC | DE | MEMBER | NA | |
| STEPHENSON, ERIC, HAYES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STEPHENSON, ERIC, HAYES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STEPHENSON, ERIC, HAYES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STEPHENSON, ERIC, HAYES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STEPHENSON, ERIC, HAYES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STEPHENSON, ERIC, HAYES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STEPHENSON, ERIC, HAYES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STEPHENSON, ERIC, HAYES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STEPHENSON, ERIC, HAYES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STEPHENSON, ERIC, HAYES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STEPHENSON, ERIC, HAYES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STEPHENSON, ERIC, HAYES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STEPHENSON, ERIC, HAYES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STEPHENSON, ERIC, HAYES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STEPHENSON, ERIC, HAYES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| STEPHENSON, ERIC, HAYES | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | NA | Control |
| STEPHENSON, ERIC, HAYES | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | NA | Control |
| STEPHENSON, ERIC, HAYES | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | NA | Control |
| STEPHENSON, ERIC, HAYES | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | NA | Control |
| Seegull, Fran | I | MANAGER | NA | Control |
| Seegull, Fran | I | MANAGER | NA | Control |
| Seegull, Fran | I | MANAGER | NA | Control |
| TANNER, GREGORY, ROBERT | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | NA | Control |
| TANNER, GREGORY, ROBERT | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | NA | Control |
| TANNER, GREGORY, ROBERT | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | NA | Control |
| TANNER, GREGORY, ROBERT | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | NA | Control |
| TANNER, GREGORY, ROBERT | I | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | NA | Control |
| THE RONALD V. DAVIS REVOCABLE LIVING TRUST | DE | MEMBER | NA | |
| VIOLA, KRISTIN, MARIE | I | CHIEF FINANCIAL OFFICER | NA | |
| WEATHERLEY-WHITE, MATTHEW, RICHARD | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| ABACUS WEALTH PARTNERS, LLC | DE | MEMBER | D | |
| ABACUS WEALTH PARTNERS, LLC | DE | MEMBER | D | |
| ABACUS WEALTH PARTNERS, LLC | DE | MEMBER | D | |
| ABACUS WEALTH PARTNERS, LLC | DE | OWNER | D | |
| ABACUS WEALTH PARTNERS, LLC | DE | OWNER | D | |
| ABACUS WEALTH PARTNERS, LLC | DE | MANAGING MEMBER | D | |
| ABACUS WEALTH PARTNERS, LLC | DE | MEMBER | D | |
| ABACUS WEALTH PARTNERS, LLC | DE | MEMBER | D | |
| ABACUS WEALTH PARTNERS, LLC | DE | MEMBER | D | |
| ABACUS WEALTH PARTNERS, LLC | DE | MEMBER | D | Control |
| ABACUS WEALTH PARTNERS, LLC | DE | MEMBER | D | Control |
| ASPIRIANT, LLC | DE | MEMBER | C | |
| ASPIRIANT, LLC | DE | MEMBER | C | |
| ASPIRIANT, LLC | DE | MEMBER | C | |
| ASPIRIANT, LLC | DE | OWNER | C | |
| ASPIRIANT, LLC | DE | OWNER | C | |
| ASPIRIANT, LLC | DE | MANAGING MEMBER | C | |
| ASPIRIANT, LLC | DE | MEMBER | C | |
| ASPIRIANT, LLC | DE | MEMBER | C | |
| ASPIRIANT, LLC | DE | MEMBER | C | |
| IMPOWER INVESTMENT HOLDINGS LP | DE | MEMBER | C | |
| IMPOWER INVESTMENT HOLDINGS LP | DE | MEMBER | C | |
| IMPOWER INVESTMENT HOLDINGS LP | DE | MEMBER | C | |
| KENNING, JENNIFER, DEE | I | MANAGING MEMBER | C | Control |
| KENNING, JENNIFER, DEE | I | MANAGING MEMBER | C | Control |
| KENNING, JENNIFER, DEE | I | MANAGING MEMBER | C | Control |
| KENNING, JENNIFER, DEE | I | MANAGING MEMBER | C | Control |
| KENNING, JENNIFER, DEE | I | MANAGING MEMBER | C | Control |
| KENNING, JENNIFER, DEE | I | MANAGING MEMBER | C | Control |
| KENNING, JENNIFER, DEE | I | MANAGING MEMBER | C | Control |
| KENNING, JENNIFER, DEE | I | MANAGING MEMBER | C | Control |
| KENNING, JENNIFER, DEE | I | MANAGING MEMBER | C | Control |
| KENNING, JENNIFER, DEE | I | MANAGING MEMBER | C | Control |
| KENNING, JENNIFER, DEE | I | MANAGING MEMBER | C | Control |
| KENNING, JENNIFER, DEE | I | MANAGING MEMBER | C | Control |
| KENNING, JENNIFER, DEE | I | MANAGING MEMBER | C | Control |
| KENNING, JENNIFER, DEE | I | MANAGING MEMBER | C | Control |
| KENNING, JENNIFER, DEE | I | MANAGING MEMBER | C | Control |
| KENNING, JENNIFER, DEE | I | MANAGING MEMBER | C | Control |
| KENNING, JENNIFER, DEE | I | MANAGING MEMBER | C | Control |
| KENNING, JENNIFER, DEE | I | MANAGING MEMBER | C | Control |
| KENNING, JENNIFER, DEE | I | MANAGING MEMBER | C | Control |
| KENNING, JENNIFER, DEE | I | MANAGING MEMBER | C | Control |
| KENNING, JENNIFER, DEE | I | MANAGING MEMBER | C | Control |
| KENNING, JENNIFER, DEE | I | MANAGING MEMBER | C | Control |
| KENNING, JENNIFER, DEE | I | MANAGING MEMBER | C | Control |
| KENNING, JENNIFER, DEE | I | MANAGING MEMBER | C | Control |
| KENNING, JENNIFER, DEE | I | MANAGING MEMBER | C | Control |
| KENNING, JENNIFER, DEE | I | MANAGING MEMBER | C | Control |
| KENNING, JENNIFER, DEE | I | MANAGING MEMBER | C | Control |
| KENNING, JENNIFER, DEE | I | MANAGING MEMBER | C | Control |
| KENNING, JENNIFER, DEE | I | MANAGING MEMBER | C | Control |
| KENNING, JENNIFER, DEE | I | MANAGING MEMBER | C | Control |
| KENNING, JENNIFER, DEE | I | CO-FOUNDER | C | Control |
| CONSCIOUS ENDEAVORS LP | DE | MEMBER | B | |
| CONSCIOUS ENDEAVORS LP | DE | MEMBER | B | |
| CONSCIOUS ENDEAVORS LP | DE | MEMBER | B | |
| CONSCIOUS ENDEAVORS LP | DE | MEMBER | B | |
| GRATITUDE RAILROAD, LLC | DE | MEMBER | B | |
| GRATITUDE RAILROAD, LLC | DE | MEMBER | B | |
| GRATITUDE RAILROAD, LLC | DE | MEMBER | B | |
| GRATITUDE RAILROAD, LLC | DE | MEMBER | B | |
| GRATITUDE RAILROAD, LLC | DE | MEMBER | B | |
| GRATITUDE RAILROAD, LLC | DE | MEMBER | B | |
| GRATITUDE RAILROAD, LLC | DE | MEMBER | B | |
| GRATITUDE RAILROAD, LLC | DE | MEMBER | B | |
| GRATITUDE RAILROAD, LLC | DE | MEMBER | B | |
| GRATITUDE RAILROAD, LLC | DE | MEMBER | B | |
| GRATITUDE RAILROAD, LLC | DE | MEMBER | B | |
| GRATITUDE RAILROAD, LLC | DE | MEMBER | B | |
| GRATITUDE RAILROAD, LLC | DE | MEMBER | B | |
| GRATITUDE RAILROAD, LLC | DE | MEMBER | B | |
| GRATITUDE RAILROAD, LLC | DE | MEMBER | B | |
| GRATITUDE RAILROAD, LLC | DE | MEMBER | B | |
| GRATITUDE RAILROAD, LLC | DE | MEMBER | B | |
| ABACUS WEALTH PARTNERS, LLC | DE | MEMBER | A | Control |
| ABACUS WEALTH PARTNERS, LLC | DE | MEMBER | A | Control |
| ABACUS WEALTH PARTNERS, LLC | DE | MEMBER | A | Control |
| ABACUS WEALTH PARTNERS, LLC | DE | MEMBER | A | Control |
| ABACUS WEALTH PARTNERS, LLC | DE | MEMBER | A | Control |
| ABACUS WEALTH PARTNERS, LLC | DE | MEMBER | A | Control |
| ABACUS WEALTH PARTNERS, LLC | DE | MEMBER | A | Control |
| ABACUS WEALTH PARTNERS, LLC | DE | MEMBER | A | Control |
| ABACUS WEALTH PARTNERS, LLC | DE | MEMBER | A | Control |
| ABACUS WEALTH PARTNERS, LLC | DE | MEMBER | A | Control |
| ABACUS WEALTH PARTNERS, LLC | DE | MEMBER | A | Control |
| ABACUS WEALTH PARTNERS, LLC | DE | MEMBER | A | Control |
| ABACUS WEALTH PARTNERS, LLC | DE | MEMBER | A | Control |
| ABACUS WEALTH PARTNERS, LLC | DE | MEMBER | A | |
| ABACUS WEALTH PARTNERS, LLC | DE | MEMBER | A | |
| ABACUS WEALTH PARTNERS, LLC | DE | MEMBER | A | |
| ABACUS WEALTH PARTNERS, LLC | DE | MEMBER | A | |
| ABACUS WEALTH PARTNERS, LLC | DE | MEMBER | A | |
| ABACUS WEALTH PARTNERS, LLC | DE | MEMBER | A | |
| ABACUS WEALTH PARTNERS, LLC | DE | MEMBER | A | |
| ABACUS WEALTH PARTNERS, LLC | DE | MEMBER | A | |
| ABACUS WEALTH PARTNERS, LLC | DE | MEMBER | A | |
| ABACUS WEALTH PARTNERS, LLC | DE | MEMBER | A | |
| ABACUS WEALTH PARTNERS, LLC | DE | MEMBER | A | |
| ABACUS WEALTH PARTNERS, LLC | DE | MEMBER | A | |
| ABACUS WEALTH PARTNERS, LLC | DE | MEMBER | A | |
| ABACUS WEALTH PARTNERS, LLC | DE | MEMBER | A | |
| ABACUS WEALTH PARTNERS, LLC | DE | MEMBER | A | |
| ABACUS WEALTH PARTNERS, LLC | DE | MEMBER | A | |
| ABACUS WEALTH PARTNERS, LLC | DE | MEMBER | A | |
| ABACUS WEALTH PARTNERS, LLC | DE | MEMBER | A | |
| CORDES FOUNDATION | DE | MEMBER | A | |
| CORDES FOUNDATION | DE | MEMBER | A | |
| CORDES FOUNDATION | DE | MEMBER | A | |
| CORDES FOUNDATION | DE | MEMBER | A | |
| CORDES FOUNDATION | DE | MEMBER | A | |
| CORDES FOUNDATION | DE | MEMBER | A | |
| CORDES FOUNDATION | DE | MEMBER | A | |
| CORDES FOUNDATION | DE | MEMBER | A | |
| CORDES FOUNDATION | DE | MEMBER | A | |
| CORDES FOUNDATION | DE | MEMBER | A | |
| CORDES FOUNDATION | DE | MEMBER | A | |
| CORDES FOUNDATION | DE | MEMBER | A | |
| CORDES FOUNDATION | DE | MEMBER | A | |
| CORDES FOUNDATION | DE | MEMBER | A | |
| CORDES FOUNDATION | DE | MEMBER | A | |
| CORDES FOUNDATION | DE | MEMBER | A | |
| CORDES FOUNDATION | DE | MEMBER | A | |
| CORDES FOUNDATION | DE | MEMBER | A | |
| CORDES FOUNDATION | DE | MEMBER | A | |
| CORDES FOUNDATION | DE | MEMBER | A | |
| CORDES FOUNDATION | DE | MEMBER | A | |
| CORDES FOUNDATION | DE | MEMBER | A | |
| CORDES FOUNDATION | DE | MEMBER | A | |
| CORDES FOUNDATION | DE | MEMBER | A | |
| CORDES FOUNDATION | DE | MEMBER | A | |
| CORDES FOUNDATION | DE | MEMBER | A | |
| GRATITUDE RAILROAD, LLC | DE | MEMBER | A | |
| IMPOWER INVESTMENT HOLDINGS LP | DE | MEMBER | A | |
| JOLYNE CARUSO-FITZGERALD REVOCABLE LIVING TRUST | DE | MEMBER | A | |
| JOLYNE CARUSO-FITZGERALD REVOCABLE LIVING TRUST | DE | MEMBER | A | |
| JOLYNE CARUSO-FITZGERALD REVOCABLE LIVING TRUST | DE | MEMBER | A | |
| THE ERIC T AND ELIZABETH C JACOBSEN FOUNDATION | DE | MEMBER | A | |
| THE ERIC T AND ELIZABETH C JACOBSEN FOUNDATION | DE | MEMBER | A | |
| THE ERIC T AND ELIZABETH C JACOBSEN FOUNDATION | DE | MEMBER | A | |
| THE ERIC T AND ELIZABETH C JACOBSEN FOUNDATION | DE | MEMBER | A | |
| THE ERIC T AND ELIZABETH C JACOBSEN FOUNDATION | DE | MEMBER | A | |
| THE ERIC T AND ELIZABETH C JACOBSEN FOUNDATION | DE | MEMBER | A | |
| THE ERIC T AND ELIZABETH C JACOBSEN FOUNDATION | DE | MEMBER | A | |
| THE ERIC T AND ELIZABETH C JACOBSEN FOUNDATION | DE | MEMBER | A | |
| THE MILLER FAMILY 2007 TRUST | DE | MEMBER | A | |
| THE MILLER FAMILY 2007 TRUST | DE | MEMBER | A | |
| THE MILLER FAMILY 2007 TRUST | DE | MEMBER | A | |
| THE MILLER FAMILY 2007 TRUST | DE | MEMBER | A | |
| THE MILLER FAMILY 2007 TRUST | DE | MEMBER | A | |
| THE MILLER FAMILY 2007 TRUST | DE | MEMBER | A | |
| THE MILLER FAMILY 2007 TRUST | DE | MEMBER | A | |
| THE MILLER FAMILY 2007 TRUST | DE | MEMBER | A | |
| THE MILLER FAMILY 2007 TRUST | DE | MEMBER | A | |
| THE MILLER FAMILY 2007 TRUST | DE | MEMBER | A | |
| THE MILLER FAMILY 2007 TRUST | DE | MEMBER | A | |
| THE MILLER FAMILY 2007 TRUST | DE | MEMBER | A | |
| THE MILLER FAMILY 2007 TRUST | DE | MEMBER | A | |
| THE MILLER FAMILY 2007 TRUST | DE | MEMBER | A | |
| THE MILLER FAMILY 2007 TRUST | DE | MEMBER | A | |
| THE MILLER FAMILY 2007 TRUST | DE | MEMBER | A | |
| THE MILLER FAMILY 2007 TRUST | DE | MEMBER | A | |
| THE MILLER FAMILY 2007 TRUST | DE | MEMBER | A | |
| THE MILLER FAMILY 2007 TRUST | DE | MEMBER | A | |
| THE MILLER FAMILY 2007 TRUST | DE | MEMBER | A | |
| THE MILLER FAMILY 2007 TRUST | DE | MEMBER | A | |
| THE MILLER FAMILY 2007 TRUST | DE | MEMBER | A | |
| THE MILLER FAMILY 2007 TRUST | DE | MEMBER | A | |
| THE MILLER FAMILY 2007 TRUST | DE | MEMBER | A | |
| THE MILLER FAMILY 2007 TRUST | DE | MEMBER | A | |
| THE MILLER FAMILY 2007 TRUST | DE | MEMBER | A | |
| THE RAFAEL LIVING TRUST | DE | MEMBER | A | |
| THE RAFAEL LIVING TRUST | DE | MEMBER | A | |
| THE RAFAEL LIVING TRUST | DE | MEMBER | A | |
| THE RAFAEL LIVING TRUST | DE | MEMBER | A | |
| THE RAFAEL LIVING TRUST | DE | MEMBER | A | |
| THE RAFAEL LIVING TRUST | DE | MEMBER | A | |
| THE RAFAEL LIVING TRUST | DE | MEMBER | A | |
| THE RAFAEL LIVING TRUST | DE | MEMBER | A | |
| THE RAFAEL LIVING TRUST | DE | MEMBER | A | |
| THE RAFAEL LIVING TRUST | DE | MEMBER | A | |
| THE RAFAEL LIVING TRUST | DE | MEMBER | A | |
| THE RAFAEL LIVING TRUST | DE | MEMBER | A | |
| THE RAFAEL LIVING TRUST | DE | MEMBER | A | |
| THE RAFAEL LIVING TRUST | DE | MEMBER | A | |
| THE RAFAEL LIVING TRUST | DE | MEMBER | A | |
| THE RAFAEL LIVING TRUST | DE | MEMBER | A | |
| THE RAFAEL LIVING TRUST | DE | MEMBER | A | |
| THE RAFAEL LIVING TRUST | DE | MEMBER | A | |
| THE RAFAEL LIVING TRUST | DE | MEMBER | A | |
| THE RAFAEL LIVING TRUST | DE | MEMBER | A | |
| THE RAFAEL LIVING TRUST | DE | MEMBER | A | |
| THE RAFAEL LIVING TRUST | DE | MEMBER | A | |
| THE RAFAEL LIVING TRUST | DE | MEMBER | A | |
| THE RAFAEL LIVING TRUST | DE | MEMBER | A | |
| THE RAFAEL LIVING TRUST | DE | MEMBER | A | |
| THE RAFAEL LIVING TRUST | DE | MEMBER | A | |
| THE RONALD V. DAVIS REVOCABLE LIVING TRUST | DE | MEMBER | A | |
| THE RONALD V. DAVIS REVOCABLE LIVING TRUST | DE | MEMBER | A | |
| THE RONALD V. DAVIS REVOCABLE LIVING TRUST | DE | MEMBER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| IMPACTASSETS | DE | CORDES FOUNDATION | E | Control |
| IMPACTASSETS | DE | CORDES FOUNDATION | E | Control |
| IMPACTASSETS | DE | CORDES FOUNDATION | E | Control |
| IMPACTASSETS | DE | CORDES FOUNDATION | E | Control |
| IMPACTASSETS | DE | CORDES FOUNDATION | E | Control |
| IMPACTASSETS | DE | CORDES FOUNDATION | E | Control |
| IMPACTASSETS | DE | CORDES FOUNDATION | E | Control |
| IMPACTASSETS | DE | CORDES FOUNDATION | E | Control |
| IMPACTASSETS | DE | CORDES FOUNDATION | E | Control |
| IMPACTASSETS | DE | CORDES FOUNDATION | E | Control |
| IMPACTASSETS | DE | CORDES FOUNDATION | E | Control |
| IMPACTASSETS | DE | CORDES FOUNDATION | E | Control |
| IMPACTASSETS | DE | CORDES FOUNDATION | E | Control |
| IMPACTASSETS | DE | CORDES FOUNDATION | E | Control |
| Panchal, Chintan | I | RPCK VENTURES LLC | E | Control |
| Panchal, Chintan | I | RPCK VENTURES LLC | E | Control |
| Panchal, Chintan | I | RPCK VENTURES LLC | E | Control |
| Panchal, Chintan | I | RPCK VENTURES LLC | E | Control |
| Panchal, Chintan | I | RPCK VENTURES LLC | E | Control |
| Panchal, Chintan | I | RPCK VENTURES LLC | E | Control |
| Panchal, Chintan | I | RPCK VENTURES LLC | E | Control |
| Panchal, Chintan | I | RPCK VENTURES LLC | E | Control |
| Panchal, Chintan | I | RPCK VENTURES LLC | E | Control |
| Panchal, Chintan | I | RPCK VENTURES LLC | E | Control |
| Panchal, Chintan | I | RPCK VENTURES LLC | E | Control |
| Panchal, Chintan | I | RPCK VENTURES LLC | E | Control |
| RAFAEL, ELIZABETH | I | THE RAFAEL LIVING TRUST | E | Control |
| RAFAEL, ELIZABETH | I | THE RAFAEL LIVING TRUST | E | Control |
| RAFAEL, ELIZABETH | I | THE RAFAEL LIVING TRUST | E | Control |
| RAFAEL, ELIZABETH | I | THE RAFAEL LIVING TRUST | E | Control |
| RAFAEL, ELIZABETH | I | THE RAFAEL LIVING TRUST | E | Control |
| RAFAEL, ELIZABETH | I | THE RAFAEL LIVING TRUST | E | Control |
| RAFAEL, ELIZABETH | I | THE RAFAEL LIVING TRUST | E | Control |
| RAFAEL, ELIZABETH | I | THE RAFAEL LIVING TRUST | E | Control |
| RAFAEL, ELIZABETH | I | THE RAFAEL LIVING TRUST | E | Control |
| RAFAEL, ELIZABETH | I | THE RAFAEL LIVING TRUST | E | Control |
| RAFAEL, ELIZABETH | I | THE RAFAEL LIVING TRUST | E | Control |
| RAFAEL, ELIZABETH | I | THE RAFAEL LIVING TRUST | E | Control |
| RAFAEL, ELIZABETH | I | THE RAFAEL LIVING TRUST | E | Control |
| RAFAEL, ELIZABETH | I | THE RAFAEL LIVING TRUST | E | Control |
| RAFAEL, ELIZABETH | I | THE RAFAEL LIVING TRUST | E | Control |
| RAFAEL, ELIZABETH | I | THE RAFAEL LIVING TRUST | E | Control |
| RAFAEL, ELIZABETH | I | THE RAFAEL LIVING TRUST | E | Control |
| RAFAEL, ELIZABETH | I | THE RAFAEL LIVING TRUST | E | Control |
| RAFAEL, ELIZABETH | I | THE RAFAEL LIVING TRUST | E | Control |
| RAFAEL, ELIZABETH | I | THE RAFAEL LIVING TRUST | E | Control |
| Rafael, Elizabeth | I | THE RAFAEL LIVING TRUST | E | Control |
| Rafael, Elizabeth | I | THE RAFAEL LIVING TRUST | E | Control |
| ASPIRIANT HOLDINGS S2, LLC | DE | ASPIRIANT, LLC | D | Control |
| ASPIRIANT HOLDINGS S2, LLC | DE | ASPIRIANT, LLC | D | Control |
| ASPIRIANT HOLDINGS S2, LLC | DE | ASPIRIANT, LLC | D | Control |
| ASPIRIANT HOLDINGS S2, LLC | DE | ASPIRIANT, LLC | D | Control |
| ASPIRIANT HOLDINGS S2, LLC | DE | ASPIRIANT, LLC | D | Control |
| ASPIRIANT HOLDINGS S2, LLC | DE | ASPIRIANT, LLC | D | Control |
| ASPIRIANT HOLDINGS S2, LLC | DE | ASPIRIANT, LLC | D | Control |
| DICLERICO, GABRIEL | I | CORDES FOUNDATION | D | Control |
| DICLERICO, GABRIEL | I | CORDES FOUNDATION | D | Control |
| DICLERICO, GABRIEL | I | CORDES FOUNDATION | D | Control |
| DICLERICO, GABRIEL | I | CORDES FOUNDATION | D | Control |
| DICLERICO, GABRIEL | I | CORDES FOUNDATION | D | Control |
| DiClerico, Gabriel | I | CORDES FOUNDATION | D | Control |
| DiClerico, Gabriel | I | CORDES FOUNDATION | D | Control |
| DiClerico, Gabriel | I | CORDES FOUNDATION | D | Control |
| JACOBSEN, ELIZABETH | I | THE ERIC T AND ELIZABETH C JACOBSEN FOUNDATION | D | Control |
| JACOBSEN, ELIZABETH | I | THE ERIC T AND ELIZABETH C JACOBSEN FOUNDATION | D | Control |
| JACOBSEN, ELIZABETH | I | THE ERIC T AND ELIZABETH C JACOBSEN FOUNDATION | D | Control |
| JACOBSEN, ELIZABETH | I | THE ERIC T AND ELIZABETH C JACOBSEN FOUNDATION | D | Control |
| JACOBSEN, ELIZABETH | I | THE ERIC T AND ELIZABETH C JACOBSEN FOUNDATION | D | Control |
| JACOBSEN, ERIC, THOMAS | I | THE ERIC T AND ELIZABETH C JACOBSEN FOUNDATION | D | Control |
| JACOBSEN, ERIC, THOMAS | I | THE ERIC T AND ELIZABETH C JACOBSEN FOUNDATION | D | Control |
| JACOBSEN, ERIC, THOMAS | I | THE ERIC T AND ELIZABETH C JACOBSEN FOUNDATION | D | Control |
| JACOBSEN, ERIC, THOMAS | I | THE ERIC T AND ELIZABETH C JACOBSEN FOUNDATION | D | Control |
| JACOBSEN, ERIC, THOMAS | I | THE ERIC T AND ELIZABETH C JACOBSEN FOUNDATION | D | Control |
| JACOBSEN, ERIC, THOMAS | I | THE ERIC T AND ELIZABETH C JACOBSEN FOUNDATION | D | Control |
| JACOBSEN, ERICC, THOMAS | I | THE ERIC T AND ELIZABETH C JACOBSEN FOUNDATION | D | Control |
| JACOBSEN, ERICC, THOMAS | I | THE ERIC T AND ELIZABETH C JACOBSEN FOUNDATION | D | Control |
| Jacobsen, Elizabeth | I | THE ERIC T AND ELIZABETH C JACOBSEN FOUNDATION | D | Control |
| Jacobsen, Elizabeth | I | THE ERIC T AND ELIZABETH C JACOBSEN FOUNDATION | D | Control |
| Jacobsen, Elizabeth | I | THE ERIC T AND ELIZABETH C JACOBSEN FOUNDATION | D | Control |
| MEISSNER, ERIC | I | CORDES FOUNDATION | D | Control |
| MEISSNER, ERIC | I | CORDES FOUNDATION | D | Control |
| MEISSNER, ERIC | I | CORDES FOUNDATION | D | Control |
| MEISSNER, ERIC | I | CORDES FOUNDATION | D | Control |
| MEISSNER, ERIC | I | CORDES FOUNDATION | D | Control |
| MILLER, JEFFREY | I | THE MILLER FAMILY 2007 TRUST | D | Control |
| MILLER, JEFFREY | I | THE MILLER FAMILY 2007 TRUST | D | Control |
| MILLER, JEFFREY | I | THE MILLER FAMILY 2007 TRUST | D | Control |
| MILLER, JEFFREY | I | THE MILLER FAMILY 2007 TRUST | D | Control |
| MILLER, JEFFREY | I | THE MILLER FAMILY 2007 TRUST | D | Control |
| MILLER, JEFFREY | I | THE MILLER FAMILY 2007 TRUST | D | Control |
| MILLER, JEFFREY | I | THE MILLER FAMILY 2007 TRUST | D | Control |
| MILLER, JEFFREY | I | THE MILLER FAMILY 2007 TRUST | D | Control |
| MILLER, JEFFREY | I | THE MILLER FAMILY 2007 TRUST | D | Control |
| MILLER, JEFFREY | I | THE MILLER FAMILY 2007 TRUST | D | Control |
| MILLER, JEFFREY | I | THE MILLER FAMILY 2007 TRUST | D | Control |
| MILLER, JEFFREY | I | THE MILLER FAMILY 2007 TRUST | D | Control |
| MILLER, JEFFREY | I | THE MILLER FAMILY 2007 TRUST | D | Control |
| MILLER, JEFFREY | I | THE MILLER FAMILY 2007 TRUST | D | Control |
| MILLER, JEFFREY | I | THE MILLER FAMILY 2007 TRUST | D | Control |
| MILLER, JEFFREY | I | THE MILLER FAMILY 2007 TRUST | D | Control |
| MILLER, JEFFREY | I | THE MILLER FAMILY 2007 TRUST | D | Control |
| MILLER, JEFFREY | I | THE MILLER FAMILY 2007 TRUST | D | Control |
| MILLER, JEFFREY | I | THE MILLER FAMILY 2007 TRUST | D | Control |
| MILLER, JEFFREY | I | THE MILLER FAMILY 2007 TRUST | D | Control |
| MILLER, KAREN | I | THE MILLER FAMILY 2007 TRUST | D | Control |
| MILLER, KAREN | I | THE MILLER FAMILY 2007 TRUST | D | Control |
| MILLER, KAREN | I | THE MILLER FAMILY 2007 TRUST | D | Control |
| MILLER, KAREN | I | THE MILLER FAMILY 2007 TRUST | D | Control |
| MILLER, KAREN | I | THE MILLER FAMILY 2007 TRUST | D | Control |
| MILLER, KAREN | I | THE MILLER FAMILY 2007 TRUST | D | Control |
| MILLER, KAREN | I | THE MILLER FAMILY 2007 TRUST | D | Control |
| MILLER, KAREN | I | THE MILLER FAMILY 2007 TRUST | D | Control |
| MILLER, KAREN | I | THE MILLER FAMILY 2007 TRUST | D | Control |
| MILLER, KAREN | I | THE MILLER FAMILY 2007 TRUST | D | Control |
| MILLER, KAREN | I | THE MILLER FAMILY 2007 TRUST | D | Control |
| MILLER, KAREN | I | THE MILLER FAMILY 2007 TRUST | D | Control |
| MILLER, KAREN | I | THE MILLER FAMILY 2007 TRUST | D | Control |
| MILLER, KAREN | I | THE MILLER FAMILY 2007 TRUST | D | Control |
| MILLER, KAREN | I | THE MILLER FAMILY 2007 TRUST | D | Control |
| MILLER, KAREN | I | THE MILLER FAMILY 2007 TRUST | D | Control |
| MILLER, KAREN | I | THE MILLER FAMILY 2007 TRUST | D | Control |
| MILLER, KAREN | I | THE MILLER FAMILY 2007 TRUST | D | Control |
| MILLER, KAREN | I | THE MILLER FAMILY 2007 TRUST | D | Control |
| Meissner, Eric | I | CORDES FOUNDATION | D | Control |
| Meissner, Eric | I | CORDES FOUNDATION | D | Control |
| Meissner, Eric | I | CORDES FOUNDATION | D | Control |
| Miller, Jeffrey | I | THE MILLER FAMILY 2007 TRUST | D | Control |
| Miller, Jeffrey | I | THE MILLER FAMILY 2007 TRUST | D | Control |
| Miller, Karen | I | THE MILLER FAMILY 2007 TRUST | D | Control |
| Miller, Karen | I | THE MILLER FAMILY 2007 TRUST | D | Control |
| Miller, Karen | I | THE MILLER FAMILY 2007 TRUST | D | Control |
| ABACUS WEALTH MANAGEMENT, INC | DE | ABACUS WEALTH PARTNERS, LLC | C | |
| ABACUS WEALTH MANAGEMENT, INC | DE | ABACUS WEALTH PARTNERS, LLC | C | |
| ABACUS WEALTH MANAGEMENT, INC | DE | ABACUS WEALTH PARTNERS, LLC | C | |
| ABACUS WEALTH MANAGEMENT, INC | DE | ALIGN IMPACT, LLC | C | |
| ABACUS WEALTH MANAGEMENT, INC | DE | ALIGN IMPACT, LLC | C | |
| ABACUS WEALTH MANAGEMENT, INC | DE | ABACUS WEALTH PARTNERS, LLC | C | |
| ABACUS WEALTH MANAGEMENT, INC | DE | ABACUS WEALTH PARTNERS, LLC | C | |
| ABACUS WEALTH MANAGEMENT, INC | DE | ABACUS WEALTH PARTNERS, LLC | C | |
| ABACUS WEALTH MANAGEMENT, INC | DE | ABACUS WEALTH PARTNERS, LLC | C | |
| ABACUS WEALTH MANAGEMENT, INC | DE | ABACUS WEALTH PARTNERS, LLC | C | |
| ABACUS WEALTH MANAGEMENT, INC | DE | ABACUS WEALTH PARTNERS, LLC | C | |
| ABACUS WEALTH MANAGEMENT, INC | DE | ABACUS WEALTH PARTNERS, LLC | C | |
| ABACUS WEALTH MANAGEMENT, INC | DE | ABACUS WEALTH PARTNERS, LLC | C | |
| ABACUS WEALTH MANAGEMENT, INC | DE | ABACUS WEALTH PARTNERS, LLC | C | |
| ABACUS WEALTH MANAGEMENT, INC | DE | ABACUS WEALTH PARTNERS, LLC | C | |
| ABACUS WEALTH MANAGEMENT, INC | DE | ABACUS WEALTH PARTNERS, LLC | C | |
| ABACUS WEALTH MANAGEMENT, INC | DE | ABACUS WEALTH PARTNERS, LLC | C | |
| ABACUS WEALTH MANAGEMENT, INC | DE | ABACUS WEALTH PARTNERS, LLC | C | |
| ABACUS WEALTH MANAGEMENT, INC | DE | ABACUS WEALTH PARTNERS, LLC | C | |
| ABACUS WEALTH MANAGEMENT, INC | DE | ABACUS WEALTH PARTNERS, LLC | C | |
| ABACUS WEALTH MANAGEMENT, INC | DE | ABACUS WEALTH PARTNERS, LLC | C | |
| ABACUS WEALTH MANAGEMENT, INC | DE | ABACUS WEALTH PARTNERS, LLC | C | |
| ABACUS WEALTH MANAGEMENT, INC | DE | ABACUS WEALTH PARTNERS, LLC | C | |
| ABACUS WEALTH MANAGEMENT, INC | DE | ABACUS WEALTH PARTNERS, LLC | C | |
| ABACUS WEALTH MANAGEMENT, INC. | DE | ABACUS WEALTH PARTNERS, LLC | C | Control |
| ABACUS WEALTH MANAGEMENT, INC. | DE | ABACUS WEALTH PARTNERS, LLC | C | Control |
| ABACUS WEALTH MANAGEMENT, INC. | DE | ABACUS WEALTH PARTNERS, LLC | C | Control |
| ABACUS WEALTH MANAGEMENT, INC. | DE | ABACUS WEALTH PARTNERS, LLC | C | Control |
| ABACUS WEALTH MANAGEMENT, INC. | DE | ABACUS WEALTH PARTNERS, LLC | C | Control |
| ABACUS WEALTH MANAGEMENT, INC. | DE | ABACUS WEALTH PARTNERS, LLC | C | Control |
| ABACUS WEALTH MANAGEMENT, INC. | DE | ABACUS WEALTH PARTNERS, LLC | C | Control |
| ABACUS WEALTH MANAGEMENT, INC. | DE | ABACUS WEALTH PARTNERS, LLC | C | Control |
| ABACUS WEALTH MANAGEMENT, INC. | DE | ABACUS WEALTH PARTNERS, LLC | C | Control |
| ABACUS WEALTH MANAGEMENT, INC. | DE | ABACUS WEALTH PARTNERS, LLC | C | Control |
| ABACUS WEALTH MANAGEMENT, INC. | DE | ABACUS WEALTH PARTNERS, LLC | C | Control |
| ABACUS WEALTH MANAGEMENT, INC. | DE | ABACUS WEALTH PARTNERS, LLC | C | Control |
| ABACUS WEALTH MANAGEMENT, INC. | DE | ABACUS WEALTH PARTNERS, LLC | C | Control |
| ABACUS WEALTH MANAGEMENT, INC. | DE | ABACUS WEALTH PARTNERS, LLC | C | Control |
| ASPIRIANT HOLDINGS, LLC | DE | ASPIRIANT, LLC | C | Control |
| ASPIRIANT HOLDINGS, LLC | DE | ASPIRIANT, LLC | C | Control |
| ASPIRIANT HOLDINGS, LLC | DE | ASPIRIANT, LLC | C | Control |
| ASPIRIANT HOLDINGS, LLC | DE | ASPIRIANT, LLC | C | Control |
| ASPIRIANT HOLDINGS, LLC | DE | ASPIRIANT, LLC | C | Control |
| ASPIRIANT HOLDINGS, LLC | DE | ASPIRIANT, LLC | C | Control |
| ASPIRIANT HOLDINGS, LLC | DE | ASPIRIANT, LLC | C | Control |
| KESSEL, BRENTON, W. | I | ALIGN IMPACT, LLC | C | Control |
| KESSEL, BRENTON, W. | I | ALIGN IMPACT, LLC | C | Control |
| KESSEL, BRENTON, W. | I | ABACUS WEALTH MANAGEMENT, INC | C | Control |
| KESSEL, BRENTON, W. | I | ABACUS WEALTH MANAGEMENT, INC | C | Control |
| KESSEL, BRENTON, WARWICK | I | ABACUS WEALTH MANAGEMENT, INC | C | Control |
| KESSEL, BRENTON, WARWICK | I | ABACUS WEALTH MANAGEMENT, INC | C | Control |
| KESSEL, BRENTON, WARWICK | I | ABACUS WEALTH MANAGEMENT, INC | C | Control |
| KESSEL, BRENTON, WARWICK | I | ABACUS WEALTH MANAGEMENT, INC | C | Control |
| KESSEL, BRENTON, WARWICK | I | ABACUS WEALTH MANAGEMENT, INC | C | Control |
| KESSEL, BRENTON, WARWICK | I | ABACUS WEALTH MANAGEMENT, INC | C | Control |
| KESSEL, BRENTON, WARWICK | I | ABACUS WEALTH MANAGEMENT, INC | C | Control |
| KESSEL, BRENTON, WARWICK | I | ABACUS WEALTH MANAGEMENT, INC | C | Control |
| KESSEL, BRENTON, WARWICK | I | ABACUS WEALTH MANAGEMENT, INC | C | Control |
| KESSEL, BRENTON, WARWICK | I | ABACUS WEALTH MANAGEMENT, INC | C | Control |
| KESSEL, BRENTON, WARWICK | I | ABACUS WEALTH MANAGEMENT, INC | C | Control |
| KESSEL, BRENTON, WARWICK | I | ABACUS WEALTH MANAGEMENT, INC | C | Control |
| SHERMAN FINANCIAL, INC | DE | ABACUS WEALTH PARTNERS, LLC | C | |
| SHERMAN FINANCIAL, INC | DE | ABACUS WEALTH PARTNERS, LLC | C | |
| SHERMAN FINANCIAL, INC | DE | ABACUS WEALTH PARTNERS, LLC | C | |
| SHERMAN FINANCIAL, INC | DE | ALIGN IMPACT, LLC | C | |
| SHERMAN FINANCIAL, INC | DE | ALIGN IMPACT, LLC | C | |
| SHERMAN FINANCIAL, INC | DE | ABACUS WEALTH PARTNERS, LLC | C | |
| SHERMAN FINANCIAL, INC | DE | ABACUS WEALTH PARTNERS, LLC | C | |
| SHERMAN FINANCIAL, INC | DE | ABACUS WEALTH PARTNERS, LLC | C | |
| SHERMAN FINANCIAL, INC | DE | ABACUS WEALTH PARTNERS, LLC | C | |
| SHERMAN FINANCIAL, INC | DE | ABACUS WEALTH PARTNERS, LLC | C | |
| SHERMAN FINANCIAL, INC | DE | ABACUS WEALTH PARTNERS, LLC | C | |
| SHERMAN FINANCIAL, INC | DE | ABACUS WEALTH PARTNERS, LLC | C | |
| SHERMAN FINANCIAL, INC | DE | ABACUS WEALTH PARTNERS, LLC | C | |
| SHERMAN FINANCIAL, INC | DE | ABACUS WEALTH PARTNERS, LLC | C | |
| SHERMAN FINANCIAL, INC | DE | ABACUS WEALTH PARTNERS, LLC | C | |
| SHERMAN FINANCIAL, INC | DE | ABACUS WEALTH PARTNERS, LLC | C | |
| SHERMAN, SPENCER, DAVID | I | SHERMAN FINANCIAL, INC | C | Control |
| SHERMAN, SPENCER, DAVID | I | SHERMAN FINANCIAL, INC | C | Control |
| SHERMAN, SPENCER, DAVID | I | SHERMAN FINANCIAL, INC | C | Control |
| SHERMAN, SPENCER, DAVID | I | ALIGN IMPACT, LLC | C | Control |
| SHERMAN, SPENCER, DAVID | I | ALIGN IMPACT, LLC | C | Control |
| SHERMAN, SPENCER, DAVID | I | SHERMAN FINANCIAL, INC | C | Control |
| SHERMAN, SPENCER, DAVID | I | SHERMAN FINANCIAL, INC | C | Control |
| SHERMAN, SPENCER, DAVID | I | SHERMAN FINANCIAL, INC | C | Control |
| SHERMAN, SPENCER, DAVID | I | SHERMAN FINANCIAL, INC | C | Control |
| SHERMAN, SPENCER, DAVID | I | SHERMAN FINANCIAL, INC | C | Control |
| SHERMAN, SPENCER, DAVID | I | SHERMAN FINANCIAL, INC | C | Control |
| SHERMAN, SPENCER, DAVID | I | SHERMAN FINANCIAL, INC | C | Control |
| SHERMAN, SPENCER, DAVID | I | SHERMAN FINANCIAL, INC | C | Control |
| SHERMAN, SPENCER, DAVID | I | SHERMAN FINANCIAL, INC | C | Control |
| SHERMAN, SPENCER, DAVID | I | SHERMAN FINANCIAL, INC | C | Control |
| SHERMAN, SPENCER, DAVID | I | SHERMAN FINANCIAL, INC | C | Control |
Registrations
Federal
IA
Oct 2, 2025 REGISTERED
Notice Filings (8)
CA CO FL ID NC NY PA TX
Address
1001 BANNOCK ST3RD FLOOR
DENVER, CO 80204
United States
Phone: 805-243-8055