Principal · Wealth Care LLC
Lauren M. Podnos
CRD 5959814 · Named on Form ADV at one SEC-registered adviser
At a glance
Wealth Care LLC, an SEC-registered wealth manager with $669 million in regulatory assets, lists Lauren M. Podnos on its Form ADV as Principal, a control person.
Firms and roles
- Wealth Care LLCPrincipalWealth manager · United States · $669M in regulatory assets
AtlasMembers
Lauren’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
- Stephen D. PodnosManaging Member/chief Compliance Officer, Wealth Care LLC
- Rachel P. O'LearyPrincipal, Wealth Care LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Lauren’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.