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Partner, Chief Compliance Officer · Wakefield Wealth Management, Lllp

Gregory J Brittain

CRD 6438047 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Wakefield Wealth Management, Lllp, an SEC-registered wealth manager based in Englewood, CO with $513 million in regulatory assets, lists Gregory J Brittain on its Form ADV as Partner, Chief Compliance Officer. The SEC filings also name Gregory at 1 other registered adviser.

Firms and roles

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Gregory’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 each firm
2 firmsLocked
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 Gregory’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.