Chief Investment Officer · Isthmus Partners, LLC
David A Hackworthy
CRD 2109487 · Named on Form ADV at one SEC-registered adviser
At a glance
Isthmus Partners, LLC, an SEC-registered wealth manager based in Madison, WI with $1.4 billion in regulatory assets, lists David A Hackworthy on its Form ADV as Chief Investment Officer, a control person.
Firms and roles
- Isthmus Partners, LLCChief Investment OfficerWealth manager · Madison, WI · $1.4B in regulatory assets
AtlasMembers
David’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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Colleagues named on the same filings (9)
- Jeremy R BaierMember, Isthmus Partners, LLC
- Gery J. SadzewiczChief Compliance Officer, Isthmus Partners, LLC
- Frank J. GambinoChief Equity Strategist, Isthmus Partners, LLC
- Joel C. McNeilDirector of Advisory Services, Isthmus Partners, LLC
- Victor E. RodriguezMember, Isthmus Partners, LLC
4 more people named with David on the same filings, with titles and firms. Free in Atlas with a free account.
See all 9 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For David’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.