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Member of the Board and Member of the Management, COO · Whvp

Julia Fernandez Lopez

CRD 7116861 · Named on Form ADV at one SEC-registered adviser

At a glance

Whvp, an SEC-registered wealth manager based in Zurich, Switzerland with $235 million in regulatory assets, lists Julia Fernandez Lopez on its Form ADV as Member of the Board and Member of the Management, COO, a control person.

Firms and roles

  • WhvpMember of the Board and Member of the Management, COOWealth manager · Zurich, Switzerland · $235M in regulatory assets

AtlasMembers

Julia’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
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Control-person status
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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 Julia’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.