Chief Executive Officer & Chief Compliance Officer · Mirretti Perryman Wealth Strategies, LLC
Bronwyn N. Mirretti
CRD 4426135 · Named on Form ADV at one SEC-registered adviser
At a glance
Mirretti Perryman Wealth Strategies, LLC, an SEC-registered wealth manager based in Skokie, IL with $179 million in regulatory assets, lists Bronwyn N. Mirretti on its Form ADV as Chief Executive Officer & Chief Compliance Officer, a control person.
Firms and roles
- Mirretti Perryman Wealth Strategies, LLCChief Executive Officer & Chief Compliance OfficerWealth manager · Skokie, IL · $179M in regulatory assets
AtlasMembers
Bronwyn’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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Colleagues named on the same filings
- Timothy C. PerrymanManaging Partner, Mirretti Perryman Wealth Strategies, LLC
- Dominic S. MirrettiManaging Partner, Mirretti Perryman Wealth Strategies, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Bronwyn’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.