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Managing Director, Co-Head US Wealth Advisory Business · Aperio Group, LLC

Joseph G. Devico

CRD 2808563 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Aperio Group, LLC, an SEC-registered wealth manager based in Sausalito, CA with $152.1 billion in regulatory assets, lists Joseph G. Devico on its Form ADV as Managing Director, Co-Head US Wealth Advisory Business, a control person. The SEC filings also name Joseph at 1 other registered adviser.

Firms and roles

  • Aperio Group, LLCManaging Director, Co-Head US Wealth Advisory BusinessWealth manager · Sausalito, CA · $152B in regulatory assets
  • Spiderrock Advisors, LLCManaging Director, Co-Head US Wealth Advisory BusinessWealth manager · Chicago, IL · $9.8B in regulatory assets

AtlasMembers

Joseph’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 each firm
2 firmsLocked
Control-person status
2 firmsLocked
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 (6)

  • Leshem RanHead, Blackrock SMA Solutions, Aperio Group, LLC
  • Charles C. ParkChief Compliance Officer, Aperio Group, LLC
  • Jaime T. SnoyManaging Director, Co-Head US Wealth Advisory Business, Aperio Group, LLC
  • Eric J. MetzManaging Director, Spiderrock Advisors, LLC
  • Edwin B. MumfordChief Compliance Officer and Chief Operating Officer, Spiderrock Advisors, LLC

1 more person named with Joseph on the same filings, with titles and firms. Free in Atlas with a free account.

See all 6 free

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