CCO - Member · TAO Private Wealth, LLC
Justin A. Hart
CRD 5411924 · Named on Form ADV at one SEC-registered adviser
At a glance
TAO Private Wealth, LLC, an SEC-registered wealth manager based in Tulsa, OK with $104 million in regulatory assets, lists Justin A. Hart on its Form ADV as CCO - Member, a control person.
Firms and roles
- TAO Private Wealth, LLCCCO - MemberWealth manager · Tulsa, OK · $104M 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 the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something 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.