EFFICIENT WEALTH PARTNERS LLC
Legal name: DUMONT WEALTH
CRD #291981 SEC #801-112419 NEW YORK, NY 917-310-3442
SEC Registered
Total AUM
$6.1M
Discretionary
$6.1M
Employees
1
Clients
1
Accounts
24
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 29, 2019
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DUMONT, BRIAN, STEPHEN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| DUMONT, BRIAN, STEPHEN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| DUMONT, BRIAN, STEPHEN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| DUMONT, BRIAN, STEPHEN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| DUMONT, BRIAN, STEPHEN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| DUMONT, BRIAN, STEPHEN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| DUMONT, BRIAN, STEPHEN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| DUMONT, BRIAN, STEPHEN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| DUMONT, BRIAN, STEPHEN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| DUMONT, BRIAN, STEPHEN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| DUMONT, BRIAN, STEPHEN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| DUMONT, BRIAN, STEPHEN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| DUMONT, BRIAN, STEPHEN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| DUMONT, BRIAN, STEPHEN | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
May 29, 2019 REGISTERED
Notice Filings (1)
NY
Address
1 ROCKEFELLER PLAZA11TH FLOOR
NEW YORK, NY 10020
United States
Phone: 917-310-3442