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Counsel and CCO · Vincimus Capital, LLC

Joel Lopata

CRD 7769042 · Named on Form ADV at one SEC-registered adviser

At a glance

Vincimus Capital, LLC, an SEC-registered wealth manager based in Malibu, CA with $184 million in regulatory assets, lists Joel Lopata on its Form ADV as Counsel and CCO.

Firms and roles

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