Managing Member/chief Compliance Officer · Fifth SET Private Wealth Management LLC
Ian A. Post
CRD 2482832 · Named on Form ADV at one SEC-registered adviser
At a glance
Fifth SET Private Wealth Management LLC, an SEC-registered wealth manager with $160 million in regulatory assets, lists Ian A. Post on its Form ADV as Managing Member/chief Compliance Officer, a control person.
Firms and roles
- Fifth SET Private Wealth Management LLCManaging Member/chief Compliance OfficerWealth manager · United States · $160M in regulatory assets
AtlasMembers
Ian’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.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Ian’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.