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Principal, CEO, Managing Member · Maximai Investment Partners, LLC

Elizabeth Van Walleghem

CRD 2346704 · Named on Form ADV at one SEC-registered adviser

At a glance

Maximai Investment Partners, LLC, an SEC-registered wealth manager based in Coral Gables, FL with $696 million in regulatory assets, lists Elizabeth Van Walleghem on its Form ADV as Principal, CEO, Managing Member, a control person.

Firms and roles

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
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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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

  • Daniella VieteChief Compliance Officer / COO, Maximai Investment Partners, LLC

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.