Chief Executive Officer - Wealthspire · Fiducient Advisors LLC
Michael A. Lamena
CRD 2797064 · Named on Form ADV at 9 SEC-registered advisers
At a glance
Fiducient Advisors LLC, an SEC-registered asset manager based in Chicago, IL with $97.5 billion in regulatory assets, lists Michael A. Lamena on its Form ADV as Chief Executive Officer - Wealthspire, a control person. The SEC filings also name Michael at 8 other registered advisers.
Firms and roles
- Fiducient Advisors LLCChief Executive Officer - WealthspireAsset manager · Chicago, IL · $98B in regulatory assets
- Wealthspire Retirement AdvisoryChief Executive Officer - WealthspireAsset manager · Aliso Viejo, CA · $39B in regulatory assets
- Wealthspire AdvisorsChief Executive Officer, Wealthspire, LPWealth manager · New York, NY · $34B in regulatory assets
- Fiduciary FirstChief Executive Officer - WealthspireAsset manager · Maitland, FL · $2.5B in regulatory assets
- Sellwood Investment Partners LLCChief Executive Officer - WealthspireAsset manager · Portland, OR · $2.3B in regulatory assets
- Axia AdvisoryChief Executive Officer - WealthspireAsset manager · Indianapolis, IN · $1.9B in regulatory assets
- Fi3 Financial Advisors, LLCChief Executive Officer, Wealthspire, LPWealth manager · Indianapolis, IN · $1.1B in regulatory assets
- SST Benefits ConsultingChief Executive Officer - WealthspireAsset manager · Aliso Viejo, CA · $524M in regulatory assets
- Accountants Proprietary Financial Servicenet, LLCChief Executive OfficerAsset manager · Plainview, NY · $464M 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 each firm
- 9 firmsLocked
- Control-person status
- 9 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (32)
- Veronica E. MooDirector - Wealthspire, Fiducient Advisors LLC
- Christopher F. KachmarChief Market Strategist, Fiducient Advisors LLC
- Carl E. NelsonPresident - Wealthspire, Fiducient Advisors LLC
- Robert J. HilzenrathDirector - Wealthspire, Fiducient Advisors LLC
- BRAD L. LONGChief Investment Officer, Fiducient Advisors LLC
27 more people named with Michael on the same filings, with titles and firms. Free in Atlas with a free account.
See all 32 freeSomething 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.