FINANCIAL ADVOCATES WEALTH MANAGEMENT, LLC
CRD #302105 SEC #801-116903 OLYMPIA, WA 360-866-2345
SEC Registered
Total AUM
$0
Discretionary
$0
Employees
2
Clients
0
Accounts
0
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Washington
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 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 |
|---|---|---|---|---|
| CAMPBELL, GARY, RAY | I | MANAGER | NA | Control |
| CAMPBELL, GARY, RAY | I | MANAGER | NA | Control |
| CAMPBELL, GARY, RAY | I | MANAGER | NA | Control |
| CAMPBELL, GARY, RAY | I | MANAGER | NA | Control |
| CAMPBELL, GARY, RAY | I | MANAGER | NA | Control |
| CAMPBELL, GARY, RAY | I | MANAGER | NA | Control |
| WHITTLE, DOUGLAS, ROGER | I | CCO | NA | Control |
| WHITTLE, DOUGLAS, ROGER | I | CCO | NA | Control |
| WHITTLE, DOUGLAS, ROGER | I | CCO | NA | Control |
| WHITTLE, DOUGLAS, ROGER | I | CCO | NA | Control |
| WHITTLE, DOUGLAS, ROGER | I | CCO | NA | Control |
| WHITTLE, DOUGLAS, ROGER | I | CCO | NA | Control |
| FA HOLDINGS, INC. | DE | MANAGING MEMBER | E | Control |
| FA HOLDINGS, INC. | DE | MANAGING MEMBER | E | Control |
| FA HOLDINGS, INC. | DE | MANAGING MEMBER | E | Control |
| FA HOLDINGS, INC. | DE | MANAGING MEMBER | E | Control |
| FA HOLDINGS, INC. | DE | MANAGING MEMBER | E | Control |
| FINANCIAL ADVOCATES, INC. | DE | MANAGING MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| CAMPBELL, GARY, RAY | I | FINANCIAL ADVOCATES, INC. | E | Control |
| CAMPBELL, GARY, RAY | I | FA HOLDINGS, INC. | E | Control |
| CAMPBELL, GARY, RAY | I | FA HOLDINGS, INC. | E | Control |
| CAMPBELL, GARY, RAY | I | FA HOLDINGS, INC. | E | Control |
| CAMPBELL, GARY, RAY | I | FA HOLDINGS, INC. | E | Control |
| CAMPBELL, GARY, RAY | I | FA HOLDINGS, INC. | E | Control |
Registrations
Federal
IA
Mar 31, 2023 REGISTERED
Address
1601 COOPER POINT ROAD NWOLYMPIA, WA 98502
United States
Phone: 360-866-2345