President, Member · Valeo Financial Advisors, LLC
Justin M Padgett
CRD 5089654 · Named on Form ADV at one SEC-registered adviser
At a glance
Valeo Financial Advisors, LLC, an SEC-registered wealth manager based in Carmel, IN with $13.0 billion in regulatory assets, lists Justin M Padgett on its Form ADV as President, Member, a control person.
Firms and roles
- Valeo Financial Advisors, LLCPresident, MemberWealth manager · Carmel, IN · $13B 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
- 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
- Phillip R. EvansMember, Valeo Financial Advisors, LLC
- John C. TrottMember, Valeo Financial Advisors, LLC
- John T. WortmanChief Executive Officer, Member, Valeo Financial Advisors, LLC
- Connor M. SkellyChief Compliance Officer, Valeo 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 Justin’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.