President, CEO, Chief Compliance Officer · Berilium
Alberto Guillen Salas
CRD 7330129 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Berilium, an SEC-registered wealth manager based in Lake Forest, CA with $4 million in regulatory assets, lists Alberto Guillen Salas on its Form ADV as President, CEO, Chief Compliance Officer, a control person. The SEC filings also name Alberto at 1 other registered adviser.
Firms and roles
- BeriliumPresident, CEO, Chief Compliance OfficerWealth manager · Lake Forest, CA · $4M in regulatory assets
- Endure Capital, LLCChief Executive Officer, Chief Compliance OfficerWealth manager · Lake Forest, CA · $107M in regulatory assets
AtlasMembers
Alberto’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 each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- 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
- Cedric PriscalOwner, Berilium
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Alberto’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.