Chief Compliance Officer · Cedar Cove Wealth Partners
Ashley Buchanan
CRD 6643855 · Named on Form ADV at 7 SEC-registered advisers
At a glance
Cedar Cove Wealth Partners, an SEC-registered wealth manager based in Bloomington, MN with $455 million in regulatory assets, lists Ashley Buchanan on its Form ADV as Chief Compliance Officer, a control person. The SEC filings also name Ashley at 6 other registered advisers.
Firms and roles
- Cedar Cove Wealth PartnersChief Compliance OfficerWealth manager · Bloomington, MN · $455M in regulatory assets
- Mindset Wealth Management, LLCChief Compliance OfficerWealth manager · Indianapolis, IN · $445M in regulatory assets
- Catalyst Private Wealth, LLCChief Compliance OfficerWealth manager · SAN Mateo, CA · $370M in regulatory assets
- Invenio Wealth Partners, LLCChief Compliance OfficerWealth manager · Coral Gables, FL · $364M in regulatory assets
- Gainline Financial Partners, LLCChief Compliance OfficerWealth manager · Louisville, CO · $349M in regulatory assets
- 44 North Capital, LLCChief Compliance OfficerWealth manager · Burlington, VT · $125M in regulatory assets
- Mindset Asset Management, LLCChief Compliance OfficerAsset manager · Indianapolis, IN · $0M in regulatory assets
AtlasMembers
Ashley’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
- 7 firmsLocked
- Control-person status
- 7 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 (19)
- Jennifer L. CordsFounding Partner & Wealth Advisor, Cedar Cove Wealth Partners
- Benjamin L. JohnsonFounding Partner & Wealth Advisor, Cedar Cove Wealth Partners
- Keith L. SappPartner & Chief Investment Officer, Cedar Cove Wealth Partners
- Christopher T. SipeFounding Partner & Wealth Advisor, Cedar Cove Wealth Partners
- Nathan V. KnollPartner, Cedar Cove Wealth Partners
14 more people named with Ashley on the same filings, with titles and firms. Free in Atlas with a free account.
See all 19 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Ashley’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.