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Chief Executive Officer, Executive Director · Cfo4life

Levi G. McMellian

CRD 4516443 · Named on Form ADV at one SEC-registered adviser

At a glance

Cfo4life, an SEC-registered wealth manager based in Coppell, TX with $1.9 billion in regulatory assets, lists Levi G. McMellian on its Form ADV as Chief Executive Officer, Executive Director, a control person.

Firms and roles

  • Cfo4lifeChief Executive Officer, Executive DirectorWealth manager · Coppell, TX · $1.9B in regulatory assets

AtlasMembers

Levi’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
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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

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Levi’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.