Minority Shareholder/treasurer · J.F. Williams Co., Inc.
Adam S. Van Wert
CRD 6766125 · Named on Form ADV at one SEC-registered adviser
At a glance
J.F. Williams Co., Inc., an SEC-registered wealth manager based in Denver, CO with $286 million in regulatory assets, lists Adam S. Van Wert on its Form ADV as Minority Shareholder/treasurer, a control person.
Firms and roles
- J.F. Williams Co., Inc.Minority Shareholder/treasurerWealth manager · Denver, CO · $286M 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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- James F. WilliamsMinority Shareholder, J.F. Williams Co., Inc.
- Matthew A. ElliottChief Compliance Officer / CEO, J.F. Williams Co., Inc.
- Juan J. GuevaraMinority Shareholder/secretary, J.F. Williams Co., Inc.
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.