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Chief Compliance Officer · Kure Advisory, LLC

Kathleen M. Wade

CRD 8041055 · Named on Form ADV at one SEC-registered adviser

At a glance

Kure Advisory, LLC, an SEC-registered wealth manager based in Plymouth, MN with $259 million in regulatory assets, lists Kathleen M. Wade on its Form ADV as Chief Compliance Officer, a control person.

Firms and roles

  • Kure Advisory, LLCChief Compliance OfficerWealth manager · Plymouth, MN · $259M in regulatory assets

AtlasMembers

Kathleen’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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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

  • Thomas J. WadeChief Financial Officer/chief Executive Officer / Chief Operating Officer, Kure Advisory, LLC
  • Karen E. StayChief Investment Officer, Kure Advisory, LLC

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