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Owner · WGI DM, LLC

Jarrod J. Pelletier

CRD 4956762 · Named on Form ADV at one SEC-registered adviser

At a glance

WGI DM, LLC, an SEC-registered asset manager based in Boston, MA with $7.8 billion in regulatory assets, lists Jarrod J. Pelletier on its Form ADV as Owner, a control person.

Firms and roles

  • WGI DM, LLCOwnerAsset manager · Boston, MA · $7.8B in regulatory assets

AtlasMembers

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