THIRTYONE WEALTH LLC
Legal name: THIRTYONE WEALTH
CRD #338832 SEC #801-135041 PENSACOLA, FL 850-516-1750
SEC Registered
Total AUM
--
Discretionary
--
Employees
3
Clients
0
Accounts
--
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 25, 2025
- 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 |
|---|---|---|---|---|
| GOODSON, KELLY, ANN | I | CCO | NA | Control |
| GOODSON, KELLY, ANN | I | CCO | NA | Control |
| GOODSON, KELLY, ANN | I | CCO | NA | Control |
| KELLY, CHRISTOPHER, W | I | MANAGING MEMBER | E | Control |
| KELLY, CHRISTOPHER, W | I | MANAGING MEMBER | D | Control |
| KELLY, CHRISTOPHER, W | I | MANAGING MEMBER | D | Control |
| PTACEK, LORI, BETH | I | MANAGING MEMBER | C | Control |
| PTACEK, LORI, BETH | I | MANAGING MEMBER | C | Control |
Registrations
Federal
IA
Nov 25, 2025 REGISTERED
Notice Filings (1)
FL
Address
151 W. MAIN STREETSUITE 104
PENSACOLA, FL 32502
United States
Phone: 850-516-1750