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Chief Growth Officer · Oneseven

Adam H. Blumenthal

CRD 7951589 · Named on Form ADV at one SEC-registered adviser

At a glance

Oneseven, an SEC-registered wealth manager based in Beachwood, OH with $7.7 billion in regulatory assets, lists Adam H. Blumenthal on its Form ADV as Chief Growth Officer, a control person.

Firms and roles

  • OnesevenChief Growth OfficerWealth manager · Beachwood, OH · $7.7B in regulatory assets

AtlasMembers

Adam’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 (8)

3 more people named with Adam on the same filings, with titles and firms. Free in Atlas with a free account.

See all 8 free

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