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Chief Compliance Officer · Ticino Wealth

Ivanna J. Berrio Paeva

CRD 6859725 · Named on Form ADV at one SEC-registered adviser

At a glance

Ticino Wealth, an SEC-registered wealth manager based in Mission Viejo, CA with $400 million in regulatory assets, lists Ivanna J. Berrio Paeva on its Form ADV as Chief Compliance Officer, a control person.

Firms and roles

  • Ticino WealthChief Compliance OfficerWealth manager · Mission Viejo, CA · $400M in regulatory assets

AtlasMembers

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