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advised by W••••••• WEALTH MANAGEMENT
Delaware, United States
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Filed | GAV | Owners | Minimum | Adviser owns | Audited | Name as filed |
|---|---|---|---|---|---|---|
| Mar 29, 2024 | $1.5M | 6 |
| Custodian | Legal name | City | State | Country | Related person | SEC number |
|---|---|---|---|---|---|---|
| VISTA BANK | VISTA BANK | Dallas | Texas | United States | no | n/a |
| $100,000 |
| 0.0% |
| yes |
| W••••••• L••••••• D•• F••• I••• L•• |
| Oct 27, 2023 | $1.4M | 6 | $100,000 | 0.0% | yes | W••••••• L••••••• D•• F••• I••• L•• |
| Sep 27, 2023 | $1.4M | 6 | $100,000 | 0.0% | yes | W••••••• L••••••• D•• F••• I••• L•• |
| Jun 28, 2023 | $1.4M | 6 | $100,000 | 0.0% | yes | W••••••• L••••••• D•• F••• I••• L•• |
| Mar 31, 2023 | $1.4M | 6 | $100,000 | 0.0% | yes | W••••••• L••••••• D•• F••• I••• L•• |