Managing Member · Unifimoney RIA
Benjamin J. Soppitt
CRD 7253769 · Named on Form ADV at one SEC-registered adviser
At a glance
Unifimoney RIA, an SEC-registered wealth manager based in Austin, TX with $314,000 in regulatory assets, lists Benjamin J. Soppitt on its Form ADV as Managing Member, a control person.
Firms and roles
- Unifimoney RIAManaging MemberWealth manager · Austin, TX · $0M in regulatory assets
AtlasMembers
Benjamin’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
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Miles R. WebbChief Compliance Officer, Unifimoney RIA
- Peter RungCEO, Unifimoney RIA
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Benjamin’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.