ELDER TREE WEALTH MANAGEMENT, INC.
Legal name: ELDER TREE WEALTH MANAGEMENT
CRD #313471 SEC #801-121262 PALO ALTO, CA 1-415-548-1960
SEC Registered
Total AUM
--
Discretionary
--
Employees
0
Clients
--
Accounts
--
Firm Details
- Organization Type
- Corporation
- State of Formation
- Delaware
- Fiscal Year End
- MARCH
- Registration Date
- --
- Latest Filing
- Dec 16, 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 |
|---|---|---|---|---|
| SHANKER, Sukeert | I | CCO | E | Control |
| SHANKER, Sukeert | I | CCO | E | Control |
Registrations
Federal
IA
Dec 16, 2021 REGISTERED
Notice Filings (4)
LA NE NH TX
Address
C/O PAUL HASTINGS1117 S. CALIFORNIA AVE
PALO ALTO, CA 94304
United States
Phone: 1-415-548-1960