WEALTH MANAGEMENT ADVISORS, LLC
Legal name: ACUITY WEALTH MANAGEMENT ADVISORS
CRD #231788 SEC #801-127938 LEXINGTON, KY 859-492-7405
SEC Registered
Total AUM
$101.4M
Discretionary
$101.4M
Employees
2
Clients
1
Accounts
330
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Kentucky
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 1, 2024
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SAGACITY HOLDINGS, LLC | DE | MEMBER | E | Control |
| SAGACITY HOLDINGS, LLC | DE | MEMBER | E | Control |
| SAGACITY HOLDINGS, LLC | DE | MEMBER | E | Control |
| SAGACITY HOLDINGS, LLC | DE | MEMBER | E | Control |
| SLYH, NATHAN, DAVID | I | MEMBER/ CHIEF COMPLIANCE OFFICER | B | Control |
| SLYH, NATHAN, DAVID | I | MEMBER/ CHIEF COMPLIANCE OFFICER | B | Control |
| SLYH, NATHAN, DAVID | I | MEMBER/ CHIEF COMPLIANCE OFFICER | B | Control |
| SLYH, NATHAN, DAVID | I | MEMBER/ CHIEF COMPLIANCE OFFICER | B | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| FARLEY, TAMMY, DOYLE | I | TDF FINANCIAL SERVICES LLC | E | Control |
| FARLEY, TAMMY, DOYLE | I | TDF FINANCIAL SERVICES LLC | E | Control |
| FARLEY, TAMMY, DOYLE | I | TDF FINANCIAL SERVICES LLC | E | Control |
| FARLEY, TAMMY, DOYLE | I | TDF FINANCIAL SERVICES LLC | E | Control |
| SLYH, NATHAN, DAVID | I | SLYH FINANCIAL SERVICES, LLC | E | Control |
| SLYH, NATHAN, DAVID | I | SLYH FINANCIAL SERVICES, LLC | E | Control |
| SLYH, NATHAN, DAVID | I | SLYH FINANCIAL SERVICES, LLC | E | Control |
| SLYH, NATHAN, DAVID | I | SLYH FINANCIAL SERVICES, LLC | E | Control |
| SLYH FINANCIAL SERVICES, LLC | DE | SAGACITY HOLDINGS, LLC | C | Control |
| SLYH FINANCIAL SERVICES, LLC | DE | SAGACITY HOLDINGS, LLC | C | Control |
| SLYH FINANCIAL SERVICES, LLC | DE | SAGACITY HOLDINGS, LLC | C | Control |
| SLYH FINANCIAL SERVICES, LLC | DE | SAGACITY HOLDINGS, LLC | C | Control |
| TDF FINANCIAL SERVICES LLC | DE | SAGACITY HOLDINGS, LLC | C | Control |
| TDF FINANCIAL SERVICES LLC | DE | SAGACITY HOLDINGS, LLC | C | Control |
| TDF FINANCIAL SERVICES LLC | DE | SAGACITY HOLDINGS, LLC | C | Control |
| TDF FINANCIAL SERVICES LLC | DE | SAGACITY HOLDINGS, LLC | C | Control |
Registrations
Federal
IA
Apr 1, 2024 REGISTERED
Notice Filings (3)
KY NC TX
Address
444 EAST MAIN STREETSUITE 202
LEXINGTON, KY 40507
United States
Phone: 859-492-7405