Managing Member · HRC Wealth Management, LLC
Cade L. Konen
CRD 4554129 · Named on Form ADV at one SEC-registered adviser
At a glance
HRC Wealth Management, LLC, an SEC-registered wealth manager based in Moscow, ID with $487 million in regulatory assets, lists Cade L. Konen on its Form ADV as Managing Member, a control person.
Firms and roles
- HRC Wealth Management, LLCManaging MemberWealth manager · Moscow, ID · $487M in regulatory assets
AtlasMembers
Cade’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
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Jerald B. LewisChief Compliance Officer/ Managing Member, HRC Wealth Management, LLC
- Christopher A. WalkerManaging Member, HRC Wealth Management, LLC
- Eric J. KiblenManaging Member, HRC Wealth Management, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Cade’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.