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Managing Member · TFB Advisors, LLC

David B. Wentz

CRD 2165965 · Named on Form ADV at one SEC-registered adviser

At a glance

TFB Advisors, LLC, an SEC-registered wealth manager based in Overland Park, KS with $840 million in regulatory assets, lists David B. Wentz on its Form ADV as Managing Member, a control person.

Firms and roles

  • TFB Advisors, LLCManaging MemberWealth manager · Overland Park, KS · $840M 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.

Colleagues named on the same 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.