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CIO · WLT Partners

Jose A. Galvan

CRD 8322654 · Named on Form ADV at one SEC-registered adviser

At a glance

WLT Partners, an SEC-registered asset manager based in Miami, FL with $104 million in regulatory assets, lists Jose A. Galvan on its Form ADV as CIO, a control person.

Firms and roles

  • WLT PartnersCIOAsset manager · Miami, FL · $104M in regulatory assets

AtlasMembers

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