LEE WEALTH VENTURES, LLC
CRD #328418 SEC #801-128899 ST. PETERSBURG, FL (212) 373-1000
SEC Registered
Total AUM
--
Discretionary
--
Employees
2
Clients
--
Accounts
--
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 15, 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 |
|---|---|---|---|---|
| BUTTE, ANDREW, THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MORRIS, JONATHAN, RICHARD | I | CHIEF LEGAL ANDGOVERNANCEOFFICER | NA | Control |
| DYNASTY FINANCIAL PARTNERS, LLC | DE | LLC MEMBER-OWNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| GF-DYNASTY HOLDINGS,LLC | DE | DYNASTY FINANCIAL PARTNERS, LLC | E | Control |
Registrations
Federal
IA
Sep 15, 2023 REGISTERED
Address
200 CENTRAL AVENUE15TH FLOOR
ST. PETERSBURG, FL 33701
United States
Phone: (212) 373-1000