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Chief Compliance Officer, Financial Planner · Millennial Wealth

Levi G Sanchez

CRD 6342619 · Named on Form ADV at one SEC-registered adviser

At a glance

Millennial Wealth, an SEC-registered wealth manager based in Fall City, WA with $279 million in regulatory assets, lists Levi G Sanchez on its Form ADV as Chief Compliance Officer, Financial Planner, a control person.

Firms and roles

  • Millennial WealthChief Compliance Officer, Financial PlannerWealth manager · Fall City, WA · $279M 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
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.

SEC adviser record

Registered since
2015 (11 years)
Designations
Certified Financial Planner
Exams
Series 66
Registered in
2 states
Also a broker representative
No
Disclosures on record
None

AtlasMembers

Levi’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
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Previous firms, with start and end dates
1 firmLocked
Employment history
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States they’re registered in
Locked
Outside business activities
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When they joined their current firm, and their firm’s growth
Locked
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC 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.