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Member · Pearl Wealth LLC

Gretchen L. Cole

CRD 4194331 · Named on Form ADV at one SEC-registered adviser

At a glance

Pearl Wealth LLC, an SEC-registered wealth manager based in Portland, OR with $156 million in regulatory assets, lists Gretchen L. Cole on its Form ADV as Member.

Firms and roles

  • Pearl Wealth LLCMemberWealth manager · Portland, OR · $156M in regulatory assets

AtlasMembers

Gretchen’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

  • Kori L. AllenManaging Member/chief Compliance Officer, Pearl Wealth LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Gretchen’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.