DFX Intelligence
Data Factory
Reading the graph
Reading the graph
CRD 289439
JUPITER, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| OLSON WMG, LLC | Member | E | yes | 10/2017 | Sep 1, 2017 | Feb 22, 2021 |
| OLSON, STEPHEN, THOMAS | Trustee | D | yes | 02/2015 | Sep 1, 2017 | Feb 22, 2021 |
| OLSON, STEPHEN, THOMAS | CHIEF COMPLIANCE OFFICER | Na | yes | 09/2017 | Sep 1, 2017 | Feb 22, 2021 |
| STEPHEN THOMAS OLSON DECLARATION OF TRUST DATED FEBRUARY 25, 2015 | Member | E | yes | 10/2017 | Sep 1, 2017 | Feb 22, 2021 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| ATLANTIC WEALTH PARTNERS, LLC | n/a | Former SEC adviser | $198M | N | yes | n/a |
| AWP ACQUISITIONS, LLC | n/a | n/a | n/a | Y | yes | n/a |
| AWP RE, LLC | n/a | n/a | n/a | N | yes | n/a |
| PRUDENT INSURANCE, LLC | n/a | n/a | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2020 | Feb 22, 2021 | n/a | n/a | 1 | 1 | 0 | n/a | n/a |
| 2017 | Feb 21, 2018 | $0 | $0 | 1 | 1 | 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 |
|---|---|---|---|---|---|---|---|---|---|
| 2020 | n/a | n/a | n/a | $0 | n/a | 1 | n/a | 0 | n/a |