RIA Intelligence

ALVESOLM WEALTH MANAGEMENT, LLC

CRD #296913 SEC #801-113299 MARSHFIELD, MA (617) 800-0388
SEC Registered
Total AUM
$0
Discretionary
$0
Employees
1
Clients
0
Accounts
0

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
May 21, 2018
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
KUNC, CHAD, PIPRESIDENT, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
KUNC, CHAD, PAULIPRESIDENT, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
KUNC, CHAD, PAULIPRESIDENT, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
KUNC, CHAD, PAULIPRESIDENT, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
KUNC, CHAD, PAULIPRESIDENT, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICERNA Control
ELEFANTE WYOMING LLCDEMANAGING MEMBERE Control
ELEFANTE WYOMING LLCDEMANAGING MEMBERE Control
ELEFANTE WYOMING LLCDEMANAGING MEMBERE Control
ELEFANTE WYOMING LLCDEMANAGING MEMBERE Control
ELEFANTE WYOMING LLCDEMANAGING MEMBERE Control
WINN, CHRISTOPHER, EDWARDIINTERIM CHIEF COMPLIANCE OFFICERE Control
WINN, CHRISTOPHER, EDWARDIINTERIM CHIEF COMPLIANCE OFFICERE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
KUNC, CHAD, PIELEFANTE WYOMING LLCE Control
KUNC, CHAD, PAULIELEFANTE WYOMING LLCE Control
KUNC, CHAD, PAULIELEFANTE WYOMING LLCE Control
KUNC, CHAD, PAULIELEFANTE WYOMING LLCE Control
KUNC, CHAD, PAULIELEFANTE WYOMING LLCE Control

Registrations

Federal

IA
May 21, 2018 REGISTERED

Notice Filings (1)

FL

Address

1000 PLAIN STREET
SUITE 102
MARSHFIELD, MA 02050
United States
Phone: (617) 800-0388