Chief Strategy Officer · Nilsine Partners, LLC
Joshua P Deloach
CRD 6344108 · Named on Form ADV at one SEC-registered adviser
At a glance
Nilsine Partners, LLC, an SEC-registered wealth manager based in Greenwood Village, CO with $1.9 billion in regulatory assets, lists Joshua P Deloach on its Form ADV as Chief Strategy Officer, a control person.
Firms and roles
- Nilsine Partners, LLCChief Strategy OfficerWealth manager · Greenwood Village, CO · $1.9B in regulatory assets
AtlasMembers
Joshua’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 (6)
- Teresa L. FriessExecutive Director, Compliance, Nilsine Partners, LLC
- R Scott BillsChief Executive Officer, Nilsine Partners, LLC
- Brett R. BillsChief Investment Officer, Nilsine Partners, LLC
- Aaron P. SeemanChief Experience Officer, Nilsine Partners, LLC
- Patrick J. BurnsGeneral Counsel, Nilsine Partners, LLC
1 more person named with Joshua on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Joshua’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.