Partner · Tanager Wealth Management
David G. Costello
CRD 4189188 · Named on Form ADV at one SEC-registered adviser
At a glance
Tanager Wealth Management, an SEC-registered wealth manager based in London, United Kingdom with $1.6 billion in regulatory assets, lists David G. Costello on its Form ADV as Partner, a control person.
Firms and roles
- Tanager Wealth ManagementPartnerWealth manager · London, United Kingdom · $1.6B 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
- 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
- Kristopher K. HeckManaging Partner, Tanager Wealth Management
- Alexander W. EichhornChief Compliance Officer, Tanager Wealth Management
- Kyle W. PettigrovePartner, Tanager Wealth Management
- Patrick C MulhernPartner, Tanager Wealth Management
- Abbas R. SomjiPartner, Tanager Wealth Management
Something 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.