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Trustee of 0123581321 Trust · Whitwell Advisors

Floriano L. Whitwell

CRD 2808121 · Named on Form ADV at one SEC-registered adviser

At a glance

Whitwell Advisors, an SEC-registered wealth manager with $117 million in regulatory assets, lists Floriano L. Whitwell on its Form ADV as Trustee of 0123581321 Trust, a control person.

Firms and roles

  • Whitwell AdvisorsTrustee of 0123581321 TrustWealth manager · United States · $117M in regulatory assets

AtlasMembers

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