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Founder and Chief Compliance Officer · Mayport Wealth Management

Adam M Grossman

CRD 5621622 · Named on Form ADV at one SEC-registered adviser

At a glance

Mayport Wealth Management, an SEC-registered wealth manager with $695 million in regulatory assets, lists Adam M Grossman on its Form ADV as Founder and Chief Compliance Officer, a control person.

Firms and roles

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.

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.