Trustee · Elm Wealth
Andrea J. Paul
CRD 8065400 · Named on Form ADV at one SEC-registered adviser
At a glance
Elm Wealth, an SEC-registered wealth manager based in Philadelphia, PA with $3.0 billion in regulatory assets, lists Andrea J. Paul on its Form ADV as Trustee, a control person.
Firms and roles
- Elm WealthTrusteeWealth manager · Philadelphia, PA · $3.0B in regulatory assets
AtlasMembers
Andrea’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
Open Atlas freeMember sign in
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Victor J. HaghaniChief Investment Officer, Elm Wealth
- James W. WhiteChief Executive Officer and Chief Compliance Officer, Elm Wealth
- Jerry A. BellChief Revenue Officer, Elm Wealth
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Andrea’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.