DLAK WEALTH ADVISORS, LLC
CRD #315670 SEC #801-122291 WEST CHESTER, OH 513-914-1960
SEC Registered
Total AUM
$0
Discretionary
$0
Employees
9
Clients
0
Accounts
0
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 11, 2021
- 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 |
|---|---|---|---|---|
| COHEN, ARIANNE, M | I | CHIEF COMPLIANCE OFFICER | NA | |
| COHEN, ARIANNE, M | I | CHIEF COMPLIANCE OFFICER | NA | |
| COHEN, ARIANNE, M | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KOSCIK, ROBERT, L | I | PRESIDENT & OWNER | E | Control |
| KOSCIK, ROBERT, L | I | PRESIDENT & OWNER | E | Control |
| KOSCIK, ROBERT, L | I | PRESIDENT & OWNER | E | Control |
Registrations
Federal
IA
Aug 11, 2021 REGISTERED
Address
9100 WEST CHESTER TOWNE CENTRE DRSUITE 355
WEST CHESTER, OH 45069
United States
Phone: 513-914-1960