Managing Member, President · White Pine Capital LLC
Michael S. Wallace
CRD 2374142 · Named on Form ADV at one SEC-registered adviser
At a glance
White Pine Capital LLC, an SEC-registered wealth manager based in Bloomington, MN with $431 million in regulatory assets, lists Michael S. Wallace on its Form ADV as Managing Member, President, a control person.
Firms and roles
- White Pine Capital LLCManaging Member, PresidentWealth manager · Bloomington, MN · $431M 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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- 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
- Barbara J. HardyChief Compliance Officer, White Pine Capital LLC
- Timothy F. MadeyManaging Member, Chief Investment Officer, White Pine Capital 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.