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Secretary · Addition Wealth

Ana C. Mahony

CRD 6233731 · Named on Form ADV at one SEC-registered adviser

At a glance

Addition Wealth, an SEC-registered asset manager with $0 in regulatory assets, lists Ana C. Mahony on its Form ADV as Secretary, a control person.

Firms and roles

  • Addition WealthSecretaryAsset manager · United States · $0M in regulatory assets

AtlasMembers

Ana’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
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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

  • Amy ChouChief Executive Officer / Chief Compliance Officer, Addition Wealth

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