PROVEST CAPITAL MANAGEMENT LLC
Legal name: METRIST WEALTH ADVISORS
CRD #300037 SEC #801-119657 LAKE OSWEGO, OR 503 636-1443
SEC Registered
Total AUM
$121.7M
Discretionary
$110.7M
Employees
2
Clients
101
Accounts
317
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Oregon
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 11, 2021
- 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 |
|---|---|---|---|---|
| DRAKE, TAYLOR, EVAN | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| DRAKE, TAYLOR, EVAN | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| DRAKE, TAYLOR, EVAN | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
Registrations
Federal
IA
Mar 11, 2021 REGISTERED
Notice Filings (2)
OR WA
Address
4900 MEADOWS ROADSUITE 130
LAKE OSWEGO, OR 97035
United States
Phone: 503 636-1443