CALHOUN WEALTH MANAGEMENT, LLC
Legal name: CALHOUN FINANCIAL PLANNING AND MANAGEMENT
CRD #286389 SEC #801-108941 MINNEAPOLIS, MN 612-465-8582
SEC Registered
Total AUM
$37M
Discretionary
$37M
Employees
1
Clients
--
Accounts
239
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Minnesota
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2018
- 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 |
|---|---|---|---|---|
| AAMOT, THOMAS, VERDIE | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| AAMOT, THOMAS, VERDIE | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| AAMOT, THOMAS, VERDIE | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| AAMOT, THOMAS, VERDIE | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| AAMOT, THOMAS, VERDIE | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| AAMOT, THOMAS, VERDIE | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| AAMOT, THOMAS, VERDIE | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 28, 2018 REGISTERED
Notice Filings (1)
MN
Address
333 WASHINGTON AVE N, SUITE 415MINNEAPOLIS, MN 55401
United States
Phone: 612-465-8582