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Vice President & Chief Operating Officer · WMS Wealth Planners

Aaron H. Kahn

CRD 6064121 · Named on Form ADV at one SEC-registered adviser

At a glance

WMS Wealth Planners, an SEC-registered wealth manager based in Pittsburgh, PA with $315 million in regulatory assets, lists Aaron H. Kahn on its Form ADV as Vice President & Chief Operating Officer, a control person.

Firms and roles

  • WMS Wealth PlannersVice President & Chief Operating OfficerWealth manager · Pittsburgh, PA · $315M in regulatory assets

AtlasMembers

Aaron’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Herman L. KahnPresident and Chief Compliance Officer, WMS Wealth Planners

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Aaron’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.