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Managing Member and Chief Compliance Officer · Family Legacy Planning

David C. Welborn

CRD 6643951 · Named on Form ADV at one SEC-registered adviser

At a glance

Family Legacy Planning, an SEC-registered wealth manager based in Bentonville, AR with $169 million in regulatory assets, lists David C. Welborn on its Form ADV as Managing Member and Chief Compliance Officer, a control person.

Firms and roles

  • Family Legacy PlanningManaging Member and Chief Compliance OfficerWealth manager · Bentonville, AR · $169M 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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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

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.