Managing Member · Arlington Financial Advisors, LLC
Joseph R. Weiland
CRD 2641532 · Named on Form ADV at one SEC-registered adviser
At a glance
Arlington Financial Advisors, LLC, an SEC-registered wealth manager based in Santa Barbara, CA with $1.2 billion in regulatory assets, lists Joseph R. Weiland on its Form ADV as Managing Member, a control person.
Firms and roles
- Arlington Financial Advisors, LLCManaging MemberWealth manager · Santa Barbara, CA · $1.2B 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
- Arthur G. SwalleyManaging Member, Arlington Financial Advisors, LLC
- Dianne G. DuvaManaging Member, Arlington Financial Advisors, LLC
- John A. LorenzManaging Member & Chief Compliance Officer, Arlington Financial Advisors, LLC
- Richard W. HughesManaging Member, Arlington Financial Advisors, LLC
- Cody A. MakelaManaging Member, Arlington Financial Advisors, LLC
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.