Member · GBG Wealth Management LLC
Michael T. Bosen
CRD 5429693 · Named on Form ADV at one SEC-registered adviser
At a glance
GBG Wealth Management LLC, an SEC-registered wealth manager based in Lone Tree, CO with $24 million in regulatory assets, lists Michael T. Bosen on its Form ADV as Member, a control person.
Firms and roles
- GBG Wealth Management LLCMemberWealth manager · Lone Tree, CO · $24M in regulatory assets
AtlasMembers
Michael’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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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Marcos C. GoodmanMember, GBG Wealth Management LLC
- Jaron E TurleyMember, Chief Compliance Officer, GBG Wealth Management LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Michael’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.