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Investment Partner / CFO · Walleye Partners LLC

Brian K. Donley

CRD 4774065 · Named on Form ADV at one SEC-registered adviser

At a glance

Walleye Partners LLC, an SEC-registered wealth manager based in Madison, WI with $277 million in regulatory assets, lists Brian K. Donley on its Form ADV as Investment Partner / CFO, a control person.

Firms and roles

  • Walleye Partners LLCInvestment Partner / CFOWealth manager · Madison, WI · $277M in regulatory assets

AtlasMembers

Brian’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
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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 Brian’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.