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Managing Member, CCO · Erguz, LLC

Javier Guzman Ortiz

CRD 6202592 · Named on Form ADV at one SEC-registered adviser

At a glance

Erguz, LLC, an SEC-registered wealth manager based in The Woodlands, TX with $889 million in regulatory assets, lists Javier Guzman Ortiz on its Form ADV as Managing Member, CCO, a control person.

Firms and roles

  • Erguz, LLCManaging Member, CCOWealth manager · The Woodlands, TX · $889M in regulatory assets

AtlasMembers

Javier’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.

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