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CRD 264795
BOISE, ID
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| WILEY, BRIAN, JAMES | MANAGING DIRECTOR | E | yes | 06/2015 | Jan 27, 2020 | Mar 28, 2022 |
| BATES, JEREMIAH, FRANKLIN | CHIEF COMPLIANCE OFFICER | Na | no | 02/2019 | Jan 27, 2020 | Mar 28, 2022 |
| LUNDGREN, ALEXANDRA, GUNDRADA | Member | A | no | 04/2018 | Jan 27, 2020 | Mar 28, 2022 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Donnelly | Id | United States | 5 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2021 | Mar 28, 2022 | $188M | $152M | 8 | 5 | 1 | n/a | n/a |
| 2020 | Mar 15, 2021 | $136M | $103M | 7 | 5 | 1 | n/a | n/a |
| 2019 | Apr 1, 2020 | $104M | $77.3M | 7 | 4 | 0 | n/a | n/a |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2021 | $188M | $136M | 37.9% | n/a | n/a | 8 | 7 | 1 | 1 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| APOLLON WEALTH MANAGEMENT, LLC | 5 | Dec 31, 2022 | Oct 6, 2023 | BOISE, ID | Firm absorbed | RIA to RIA | 100.0% |