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Founding Partner, Adviser, Head of Strategic Initiatives · Verum Partners LLC

Abigail A. Bennett

CRD 5936885 · Named on Form ADV at one SEC-registered adviser

At a glance

Verum Partners LLC, an SEC-registered wealth manager based in Charlotte, NC with $1.0 billion in regulatory assets, lists Abigail A. Bennett on its Form ADV as Founding Partner, Adviser, Head of Strategic Initiatives, a control person.

Firms and roles

  • Verum Partners LLCFounding Partner, Adviser, Head of Strategic InitiativesWealth manager · Charlotte, NC · $1.0B in regulatory assets

AtlasMembers

Abigail’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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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (6)

  • Oliver R. CrossFounding Partner, Senior Adviser, Verum Partners LLC
  • Holly F. SkipperFounding Partner, Chief Compliance Officer, Chief Operating Officer, Verum Partners LLC
  • Dustin A. BarrFounding Partner, Senior Adviser, Verum Partners LLC
  • Robert C. GammonFounding Partner, Senior Adviser, Verum Partners LLC
  • Molly BohrerDirector of Client Partnerships & Director of Marketing, Verum Partners LLC

1 more person named with Abigail on the same filings, with titles and firms. Free in Atlas with a free account.

See all 6 free

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