President, Owner · Arlington Wealth Management
Joseph F. Lopresti
CRD 1386168 · Named on Form ADV at one SEC-registered adviser
At a glance
Arlington Wealth Management, an SEC-registered wealth manager based in Arlington Heights, IL with $236 million in regulatory assets, lists Joseph F. Lopresti on its Form ADV as President, Owner, a control person.
Firms and roles
- Arlington Wealth ManagementPresident, OwnerWealth manager · Arlington Heights, IL · $236M 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 the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- John T. HollahanChief Compliance Officer and Managing Partner, Arlington Wealth Management
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.