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Partner, Private Wealth Advisor · Fathom Advisors LLC

Elizabeth W. Stokes

CRD 5139387 · Named on Form ADV at one SEC-registered adviser

At a glance

Fathom Advisors LLC, an SEC-registered asset manager based in Minneapolis, MN with $0 in regulatory assets, lists Elizabeth W. Stokes on its Form ADV as Partner, Private Wealth Advisor, a control person.

Firms and roles

  • Fathom Advisors LLCPartner, Private Wealth AdvisorAsset manager · Minneapolis, MN · $0M in regulatory assets

AtlasMembers

Elizabeth’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
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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 Elizabeth’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.