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Trustee - R & K Swehla 2013 Revocable Trust · Graceada Partners

Kimberly A. Swehla

CRD 8129707 · Named on Form ADV at one SEC-registered adviser

At a glance

Graceada Partners, an SEC-registered asset manager based in Modesto, CA with $273 million in regulatory assets, lists Kimberly A. Swehla on its Form ADV as Trustee - R & K Swehla 2013 Revocable Trust, a control person.

Firms and roles

  • Graceada PartnersTrustee - R & K Swehla 2013 Revocable TrustAsset manager · Modesto, CA · $273M 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
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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 (7)

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

See all 7 free

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.