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Sole Owner, Chief Compliance Officer, Chief Executive Officer · OLA Invierte, LLC

Isabel C. Penzini

CRD 7505447 · Named on Form ADV at one SEC-registered adviser

At a glance

OLA Invierte, LLC, an SEC-registered wealth manager with $804,000 in regulatory assets, lists Isabel C. Penzini on its Form ADV as Sole Owner, Chief Compliance Officer, Chief Executive Officer, a control person.

Firms and roles

  • OLA Invierte, LLCSole Owner, Chief Compliance Officer, Chief Executive OfficerWealth manager · United States · $1M in regulatory assets

AtlasMembers

Isabel’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
Locked
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.

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