Member · Prudent Management Associates
David B. Wellborn
CRD 1404182 · Named on Form ADV at one SEC-registered adviser
At a glance
Prudent Management Associates, an SEC-registered wealth manager based in Philadelphia, PA with $1.2 billion in regulatory assets, lists David B. Wellborn on its Form ADV as Member, a control person.
Firms and roles
- Prudent Management AssociatesMemberWealth manager · Philadelphia, PA · $1.2B 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
- Fred D. SnitzerManaging Director, Prudent Management Associates
- Paul D. SnitzerChief Compliance Officer/general Counsel, Prudent Management Associates
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.