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Chief Operating Officer · AC Wealth Partners

Brendan P. McConnell

CRD 4278771 · Named on Form ADV at one SEC-registered adviser

At a glance

AC Wealth Partners, an SEC-registered asset manager based in Berwyn, PA with $1.1 billion in regulatory assets, lists Brendan P. McConnell on its Form ADV as Chief Operating Officer, a control person.

Firms and roles

  • AC Wealth PartnersChief Operating OfficerAsset manager · Berwyn, PA · $1.1B in regulatory assets

AtlasMembers

Brendan’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
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brendan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.