WEALTHCOR LLC
Legal name: CALLAHAN FINANCIAL
CRD #282449 SEC #801-114923 CINCINNATI, OH (513) 421-0800
SEC Registered
Total AUM
$165.4M
Discretionary
$165.4M
Employees
6
Clients
26
Accounts
528
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 3, 2023
- 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 |
|---|---|---|---|---|
| CALLAHAN, JOSEPH, PATRICK | I | MANAGING MEMBER / CEO | NA | Control |
| CALLAHAN, JOSEPH, PATRICK | I | CEO | NA | Control |
| CALLAHAN, JOSEPH, PATRICK | I | MANAGING MEMBER / CEO | NA | Control |
| CALLAHAN, JOSEPH, PATRICK | I | MANAGING MEMBER / CEO | NA | Control |
| CALLAHAN, JOSEPH, PATRICK | I | MANAGING MEMBER / CEO | NA | Control |
| CALLAHAN, JOSEPH, PATRICK | I | MANAGING MEMBER / CEO | NA | Control |
| EGAN, KEVIN, JAMES | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | NA | Control |
| EGAN, KEVIN, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EGAN, KEVIN, JAMES | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | NA | Control |
| EGAN, KEVIN, JAMES | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | NA | Control |
| EGAN, KEVIN, JAMES | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | NA | Control |
| EGAN, KEVIN, JAMES | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | NA | Control |
| CALLAHAN AND ASSOCIATES INC. | DE | OWNER | E | Control |
| CALLAHAN AND ASSOCIATES INC. | DE | OWNER | E | Control |
| CALLAHAN AND ASSOCIATES INC. | DE | OWNER | E | Control |
| CALLAHAN AND ASSOCIATES INC. | DE | OWNER | E | Control |
| CALLAHAN AND ASSOCIATES INC. | DE | OWNER | E | Control |
| CALLAHAN AND ASSOCIATES INC. | DE | OWNER | E | Control |
| CALLAHAN, JOSEPH, PATRICK | I | MANAGING MEMBER / CEO | D | Control |
| CALLAHAN, JOSEPH, PATRICK | I | MANAGING MEMBER / CEO | D | Control |
| CALLAHAN, JOSEPH, PATRICK | I | MANAGING MEMBER / CEO | D | Control |
| CALLAHAN, JOSEPH, PATRICK | I | MANAGING MEMBER / CEO | D | Control |
| CALLAHAN, JOSEPH, PATRICK | I | MANAGING MEMBER / CEO | D | Control |
| CALLAHAN, JOSEPH, PATRICK | I | MANAGING MEMBER / CEO | D | Control |
| CALLAHAN, JOSEPH, PATRICK | I | MANAGING MEMBER / CEO | D | Control |
| CALLAHAN, JOSEPH, PATRICK | I | MANAGING MEMBER / CEO | D | Control |
| CALLAHAN, JOSEPH, PATRICK | I | MANAGING MEMBER / CEO | D | Control |
| CALLAHAN, JOSEPH, PATRICK | I | MANAGING MEMBER / CEO | D | Control |
| CALLAHAN, JOSEPH, PATRICK | I | MANAGING MEMBER / CEO | D | Control |
| CALLAHAN, JOSEPH, PATRICK | I | MANAGING MEMBER / CEO | D | Control |
| CALLAHAN, JOSEPH, PATRICK | I | MANAGING MEMBER / CEO | D | Control |
| CALLAHAN, JOSEPH, PATRICK | I | MANAGING MEMBER / CEO | D | Control |
| CALLAHAN, JOSEPH, PATRICK | I | MANAGING MEMBER / CEO | D | Control |
| CALLAHAN, JOSEPH, PATRICK | I | MANAGING MEMBER / CEO | D | Control |
| CALLAHAN, JOSEPH, PATRICK | I | MANAGING MEMBER / CEO | D | Control |
| CALLAHAN, JOSEPH, PATRICK | I | MANAGING MEMBER / CEO | D | Control |
| CALLAHAN, JOSEPH, PATRICK | I | MANAGING MEMBER / CEO | D | Control |
| CALLAHAN, JOSEPH, PATRICK | I | MANAGING MEMBER / CEO | D | Control |
| CALLAHAN, JOSEPH, PATRICK | I | MANAGING MEMBER / CEO | D | Control |
| CALLAHAN, JOSEPH, PATRICK | I | MANAGING MEMBER / CEO | D | Control |
| CALLAHAN, JOSEPH, PATRICK | I | MANAGING MEMBER / CEO | D | Control |
| EGAN, KEVIN, JAMES | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| EGAN, KEVIN, JAMES | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| EGAN, KEVIN, JAMES | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| EGAN, KEVIN, JAMES | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| EGAN, KEVIN, JAMES | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| EGAN, KEVIN, JAMES | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| EGAN, KEVIN, JAMES | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| EGAN, KEVIN, JAMES | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| EGAN, KEVIN, JAMES | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| EGAN, KEVIN, JAMES | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| EGAN, KEVIN, JAMES | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| EGAN, KEVIN, JAMES | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| EGAN, KEVIN, JAMES | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| EGAN, KEVIN, JAMES | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| EGAN, KEVIN, JAMES | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| EGAN, KEVIN, JAMES | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| EGAN, KEVIN, JAMES | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| EGAN, KEVIN, JAMES | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| EGAN, KEVIN, JAMES | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| EGAN, KEVIN, JAMES | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| EGAN, KEVIN, JAMES | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| EGAN, KEVIN, JAMES | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
| EGAN, KEVIN, JAMES | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | D | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| CALLAHAN, JOSEPH, PATRICK | I | CALLAHAN AND ASSOCIATES, INC. | E | Control |
| CALLAHAN, JOSEPH, PATRICK | I | CALLAHAN AND ASSOCIATES, INC. | E | Control |
| CALLAHAN, JOSEPH, PATRICK | I | CALLAHAN AND ASSOCIATES, INC. | E | Control |
| CALLAHAN, JOSEPH, PATRICK | I | CALLAHAN AND ASSOCIATES, INC. | E | Control |
| CALLAHAN, JOSEPH, PATRICK | I | CALLAHAN AND ASSOCIATES, INC. | E | Control |
| CALLAHAN, JOSEPH, PATRICK | I | CALLAHAN AND ASSOCIATES, INC. | E | Control |
Registrations
Federal
IA
Jan 3, 2023 REGISTERED
Notice Filings (8)
CA FL IA IL IN KY OH TX
Address
9428 KENWOOD ROADCINCINNATI, OH 45242
United States
Phone: (513) 421-0800