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Director · Dmlo Wealth Planning, LLC

Christopher A Ward

CRD 7425221 · Named on Form ADV at one SEC-registered adviser

At a glance

Dmlo Wealth Planning, LLC, an SEC-registered wealth manager based in Louisville, KY with $30 million in regulatory assets, lists Christopher A Ward on its Form ADV as Director, a control person.

Firms and roles

AtlasMembers

Christopher’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
1 firmLocked
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

  • Beau J. HandyDirector and Financial Advisor, Dmlo Wealth Planning, LLC
  • Stephen R. GibsonDirector and Financial Advisor / Chief Compliance Officer, Dmlo Wealth Planning, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Christopher’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.