THECE WEALTH MANAGEMENT, LLC
Legal name: THECE WEALTH MANAGEMENT
CRD #333246 SEC #801-131327 NEWPORT BEACH, CA (949) 775-5115
SEC Registered
Total AUM
$0
Discretionary
$0
Employees
2
Clients
0
Accounts
0
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 1, 2024
- 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 |
|---|---|---|---|---|
| Affleck, Michael, Sedgwick | I | CHIEF COMPLIANCE OFFICER | NA | |
| Affleck, Michael, Sedgwick | I | CHIEF COMPLIANCE OFFICER | NA | |
| HALLADAY, JACOB, A | I | CO-CEO, MANAGING PARTNER, AND CCO | NA | Control |
| HALLADAY, JACOB, A | I | CO-CEO, MANAGING PARTNER, AND CCO | NA | Control |
| HALLADAY, JACOB, A | I | CO-CEO AND MANAGING PARTNER | NA | Control |
| HALLADAY, JACOB, A | I | CO-CEO, MANAGING PARTNER, AND CCO | NA | Control |
| HALLADAY, JACOB, A | I | CO-CEO AND MANAGING PARTNER | NA | Control |
| HALLADAY, JACOB, A | I | CO-CEO, MANAGING PARTNER, AND CCO | NA | Control |
| HALLADAY, JACOB, A | I | CO-CEO, MANAGING PARTNER, AND CCO | NA | Control |
| NOEL, SAMUEL, KENT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| NOEL, SAMUEL, KENT | I | CCO, COO, AND CEO | NA | Control |
| TENNEY, JONATHAN, PAUL | I | CO-CEO AND MANAGING PARTNER | NA | Control |
| TENNEY, JONATHAN, PAUL | I | CO-CEO AND MANAGING PARTNER | NA | Control |
| TENNEY, JONATHAN, PAUL | I | CO-CEO AND MANAGING PARTNER | NA | Control |
| TENNEY, JONATHAN, PAUL | I | CO-CEO AND MANAGING PARTNER | NA | Control |
| TENNEY, JONATHAN, PAUL | I | CO-CEO AND MANAGING PARTNER | NA | Control |
| TENNEY, JONATHAN, PAUL | I | CO-CEO AND MANAGING PARTNER | NA | Control |
| TENNEY, JONATHAN, PAUL | I | CO-CEO AND MANAGING PARTNER | NA | Control |
| THECE HOLDINGS, LLC | DE | OWNER | E | Control |
| THECE HOLDINGS, LLC | DE | OWNER | E | Control |
| THECE HOLDINGS, LLC | DE | OWNER | E | Control |
| THECE HOLDINGS, LLC | DE | OWNER | E | Control |
| THECE HOLDINGS, LLC | DE | OWNER | E | Control |
| THECE HOLDINGS, LLC | DE | OWNER | E | Control |
| THECE HOLDINGS, LLC | DE | OWNER | E | Control |
| THECE HOLDINGS, LLC | DE | OWNER | E | Control |
| THECE HOLDINGS, LLC | DE | OWNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| NOEL, SAMUEL, KENT | I | THECE HOLDINGS, LLC | E | Control |
| NOEL, SAMUEL, KENT | I | THECE HOLDINGS, LLC | E | Control |
| HALLADAY, JACOB, A | I | THECE HOLDINGS, LLC | D | Control |
| HALLADAY, JACOB, A | I | THECE HOLDINGS, LLC | D | Control |
| HALLADAY, JACOB, A | I | THECE HOLDINGS, LLC | D | Control |
| HALLADAY, JACOB, A | I | THECE HOLDINGS, LLC | D | Control |
| HALLADAY, JACOB, A | I | THECE HOLDINGS, LLC | D | Control |
| HALLADAY, JACOB, A | I | THECE HOLDINGS, LLC | D | Control |
| HALLADAY, JACOB, A | I | THECE HOLDINGS, LLC | D | Control |
| TENNEY, JONATHAN, PAUL | I | THECE HOLDINGS, LLC | D | Control |
| TENNEY, JONATHAN, PAUL | I | THECE HOLDINGS, LLC | D | Control |
| TENNEY, JONATHAN, PAUL | I | THECE HOLDINGS, LLC | D | Control |
| TENNEY, JONATHAN, PAUL | I | THECE HOLDINGS, LLC | D | Control |
| TENNEY, JONATHAN, PAUL | I | THECE HOLDINGS, LLC | D | Control |
| TENNEY, JONATHAN, PAUL | I | THECE HOLDINGS, LLC | D | Control |
| TENNEY, JONATHAN, PAUL | I | THECE HOLDINGS, LLC | D | Control |
Registrations
Federal
IA
Nov 1, 2024 REGISTERED
Notice Filings (5)
AR AZ CA TX UT
Address
620 NEWPORT CENTERSUITE 500
NEWPORT BEACH, CA 92660
United States
Phone: (949) 775-5115