Trustee of the Beth A. Zilka Revocable Living Trust Dated 11-22-2007, Chief Compliance Officer · Baron Wealth Management, LLC
Beth A. Zilka
CRD 4382704 · Named on Form ADV at one SEC-registered adviser
At a glance
Baron Wealth Management, LLC, an SEC-registered wealth manager based in Troy, MI with $847 million in regulatory assets, lists Beth A. Zilka on its Form ADV as Trustee of the Beth A. Zilka Revocable Living Trust Dated 11-22-2007, Chief Compliance Officer.
Firms and roles
- Baron Wealth Management, LLCTrustee of the Beth A. Zilka Revocable Living Trust Dated 11-22-2007, Chief Compliance OfficerWealth manager · Troy, MI · $847M in regulatory assets
AtlasMembers
Beth’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
- Locked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2010 (16 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Beth’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Beth’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.