Managing Partner/president · Meld Financial, Inc.
Kyle B Whittington
CRD 5295189 · Named on Form ADV at one SEC-registered adviser
At a glance
Meld Financial, Inc., an SEC-registered wealth manager based in Birmingham, AL with $776 million in regulatory assets, lists Kyle B Whittington on its Form ADV as Managing Partner/president, a control person.
Firms and roles
- Meld Financial, Inc.Managing Partner/presidentWealth manager · Birmingham, AL · $776M in regulatory assets
AtlasMembers
Kyle’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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- Search and export owners by title, state and firm size
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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
- James B. CornehlsenPartner, Meld Financial, Inc.
- Blake W MayPartner, Meld Financial, Inc.
- Holly M. CrissChief Compliance Officer, Meld Financial, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kyle’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.