WERTH WEALTH ADVISORS, LLC
Legal name: WERTH WEALTH ADVISORS
CRD #282020 SEC #801-106978 HAYS, KS 785-628-1712
SEC Registered
Total AUM
$0
Discretionary
$0
Employees
10
Clients
0
Accounts
0
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Kansas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 20, 2015
- 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 |
|---|---|---|---|---|
| DINKEL, JEFFERY | I | PARTNER, CFO | NA | Control |
| WERTH, TIMOTHY, LEE | I | FOUNDING PARTNER, CEO, CCO | NA | Control |
| WERTH WEALTH MANAGEMENT, LLC | DE | MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| DINKEL, JEFFERY, LYNN | I | WERTH WEALTH MANAGEMENT, LLC | F | Control |
| WERTH, TIMOTHY, LEE | I | WERTH WEALTH MANAGEMENT, LLC | E | Control |
Registrations
Federal
IA
Nov 20, 2015 REGISTERED
Notice Filings (1)
KS
Address
1200 MAIN STREET6TH FLOOR
HAYS, KS 67601
United States
Phone: 785-628-1712