President, CIO, & CCO · Wheels UP Wealth, Inc.
Bridget E. Harkins
CRD 6251842 · Named on Form ADV at one SEC-registered adviser
At a glance
Wheels UP Wealth, Inc., an SEC-registered wealth manager with $130 million in regulatory assets, lists Bridget E. Harkins on its Form ADV as President, CIO, & CCO, a control person.
Firms and roles
- Wheels UP Wealth, Inc.President, CIO, & CCOWealth manager · United States · $130M in regulatory assets
AtlasMembers
Bridget’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
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- Each firm’s assets and growth
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- 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.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Bridget’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.