THRELKELD, VIRGIL JOHN
Legal name: ADVANTAGE WEALTH ADVISORS
CRD #280028 SEC #801-128284 ALAMO, CA (925) 837-1600
SEC Registered
Total AUM
$136.5M
Discretionary
$136.5M
Employees
6
Clients
26
Accounts
215
Firm Details
- Organization Type
- Sole Proprietorship
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 20, 2024
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| THRELKELD, VIRGIL, JOHN | I | PRESIDENT & FOUNDING PARTNER & CCO | E | Control |
| THRELKELD, VIRGIL, JOHN | I | PRESIDENT & FOUNDING PARTNER & CCO | E | Control |
| THRELKELD, VIRGIL, JOHN | I | PRESIDENT & FOUNDING PARTNER & CCO | E | Control |
| THRELKELD, VIRGIL, JOHN | I | PRESIDENT & FOUNDING PARTNER & CCO | E | Control |
| THRELKELD, VIRGIL, JOHN | I | PRESIDENT & FOUNDING PARTNER & CCO | E | Control |
| THRELKELD, VIRGIL, JOHN | I | PRESIDENT & FOUNDING PARTNER & CCO | E | Control |
Registrations
Federal
IA
May 20, 2024 REGISTERED
Notice Filings (5)
AZ CA ID NM TX
Address
3189 DANVILLE BLVD. SUITE 280ALAMO, CA 94507
United States
Phone: (925) 837-1600