Chief Compliance Officer · W Advisors LLC
Angela Cox
CRD 6914573 · Named on Form ADV at one SEC-registered adviser
At a glance
W Advisors LLC, an SEC-registered wealth manager based in Germantown, TN with $245 million in regulatory assets, lists Angela Cox on its Form ADV as Chief Compliance Officer, a control person.
Firms and roles
- W Advisors LLCChief Compliance OfficerWealth manager · Germantown, TN · $245M in regulatory assets
AtlasMembers
Angela’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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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Robert B WadeManaging Member, W Advisors LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Angela’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.