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Chief Revenue Officer · Cachetech

Karly M. Rizzo

CRD 5387916 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Cachetech, an SEC-registered asset manager based in Logan, UT with $547 million in regulatory assets, lists Karly M. Rizzo on its Form ADV as Chief Revenue Officer, a control person. The SEC filings also name Karly at 1 other registered adviser.

Firms and roles

  • CachetechChief Revenue OfficerAsset manager · Logan, UT · $547M in regulatory assets
  • Adams Wealth AdvisorsChief Implementation OfficerWealth manager · Logan, UT · $566M in regulatory assets

AtlasMembers

Karly’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
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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 (8)

3 more people named with Karly on the same filings, with titles and firms. Free in Atlas with a free account.

See all 8 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Karly’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.