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Owner · Advisor Share Wealth Management, LLC

Joseph M. Maas

CRD 2170891 · Named on Form ADV at 3 SEC-registered advisers

At a glance

Advisor Share Wealth Management, LLC, an SEC-registered wealth manager based in Vancouver, WA with $377 million in regulatory assets, lists Joseph M. Maas on its Form ADV as Owner, a control person. The SEC filings also name Joseph at 2 other registered advisers.

Firms and roles

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
3 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

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.