Member · Painted Porch Advisors LLC
Kurt R. Schliemann
CRD 4285545 · Named on Form ADV at one SEC-registered adviser
At a glance
Painted Porch Advisors LLC, an SEC-registered wealth manager based in Santa Barbara, CA with $572 million in regulatory assets, lists Kurt R. Schliemann on its Form ADV as Member, a control person.
Firms and roles
- Painted Porch Advisors LLCMemberWealth manager · Santa Barbara, CA · $572M in regulatory assets
AtlasMembers
Kurt’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
- Brian D. LloydManaging Member and Chief Compliance Officer, Painted Porch Advisors LLC
- James J. CastaninoMember, Painted Porch Advisors LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kurt’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.