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Owner · Assetgrade, LLC

Katherine W Hennessy

CRD 4616759 · Named on Form ADV at one SEC-registered adviser

At a glance

Assetgrade, LLC, an SEC-registered wealth manager based in Boston, MA with $338 million in regulatory assets, lists Katherine W Hennessy on its Form ADV as Owner.

Firms and roles

  • Assetgrade, LLCOwnerWealth manager · Boston, MA · $338M in regulatory assets

AtlasMembers

Katherine’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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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 Katherine’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.