President, Managing Member · Infinity Wealth Counsel, LLC
Christopher R. Oberholzer
CRD 2261553 · Named on Form ADV at one SEC-registered adviser
At a glance
Infinity Wealth Counsel, LLC, an SEC-registered wealth manager based in Loveland, OH with $152 million in regulatory assets, lists Christopher R. Oberholzer on its Form ADV as President, Managing Member, a control person.
Firms and roles
- Infinity Wealth Counsel, LLCPresident, Managing MemberWealth manager · Loveland, OH · $152M in regulatory assets
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
- 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
- Matthew J. OberholzerChief Compliance Officer, Infinity Wealth Counsel, 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.