Member and Manager · Leland Wealth Management
Kevin S. Woodard
CRD 2523425 · Named on Form ADV at one SEC-registered adviser
At a glance
Leland Wealth Management, an SEC-registered asset manager with $0 in regulatory assets, lists Kevin S. Woodard on its Form ADV as Member and Manager, a control person.
Firms and roles
- Leland Wealth ManagementMember and ManagerAsset manager · United States · $0M in regulatory assets
AtlasMembers
Kevin’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
- Joel R. Van HofwegenMember, Chief Executive Officer, Leland Wealth Management
- Michelle A. McCarthyChief Compliance Officer, Leland Wealth Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kevin’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.