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Managing Member Chief Investment Officer · Procore Advisors, LLC

Bryan D. Ward

CRD 4603919 · Named on Form ADV at one SEC-registered adviser

At a glance

Procore Advisors, LLC, an SEC-registered wealth manager based in Newport Beach, CA with $144 million in regulatory assets, lists Bryan D. Ward on its Form ADV as Managing Member Chief Investment Officer, a control person.

Firms and roles

  • Procore Advisors, LLCManaging Member Chief Investment OfficerWealth manager · Newport Beach, CA · $144M in regulatory assets

AtlasMembers

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