Co-Ceo/cio · Bison Wealth, LLC
Justin C. Boller
CRD 4072599 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Bison Wealth, LLC, an SEC-registered wealth manager based in Atlanta, GA with $2.7 billion in regulatory assets, lists Justin C. Boller on its Form ADV as Co-Ceo/cio, a control person. The SEC filings also name Justin at 1 other registered adviser.
Firms and roles
- Bison Wealth, LLCCo-Ceo/cioWealth manager · Atlanta, GA · $2.7B in regulatory assets
- Liquid Strategies, LLCMemberAsset manager · Atlanta, GA · $1.4B in regulatory assets
AtlasMembers
Justin’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
- 2 firmsLocked
- 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 (11)
- Lane M. TurnerDirector of Operations, Bison Wealth, LLC
- Gregory T. WrightCo-Ceo/coo, Bison Wealth, LLC
- Victor P. WilkersonPresident, Wealth Advisory, Bison Wealth, LLC
- Jason E. LuhanChief Compliance Officer, Bison Wealth, LLC
- Thomas F. ScaturroPresident, Private Wealth, Bison Wealth, LLC
6 more people named with Justin on the same filings, with titles and firms. Free in Atlas with a free account.
See all 11 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Justin’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.