CCO · Forza Wealth Management
Kimberly Evener
CRD 7635652 · Named on Form ADV at one SEC-registered adviser
At a glance
Forza Wealth Management, an SEC-registered wealth manager based in Sarasota, FL with $422 million in regulatory assets, lists Kimberly Evener on its Form ADV as CCO, a control person.
Firms and roles
- Forza Wealth ManagementCCOWealth manager · Sarasota, FL · $422M in regulatory assets
AtlasMembers
Kimberly’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
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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
- Michael E. DemassaManaging Member, Forza Wealth Management
- Timothy J. VidenkaManaging Member, Forza 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 Kimberly’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.