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Director of Client Partnerships & Director of Marketing · Verum Partners LLC

Molly Bohrer

CRD 6918673 · Named on Form ADV at one SEC-registered adviser

At a glance

Verum Partners LLC, an SEC-registered wealth manager based in Charlotte, NC with $1.0 billion in regulatory assets, lists Molly Bohrer on its Form ADV as Director of Client Partnerships & Director of Marketing.

Firms and roles

  • Verum Partners LLCDirector of Client Partnerships & Director of MarketingWealth manager · Charlotte, NC · $1.0B in regulatory assets

AtlasMembers

Molly’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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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (6)

  • Oliver R. CrossFounding Partner, Senior Adviser, Verum Partners LLC
  • Abigail A. BennettFounding Partner, Adviser, Head of Strategic Initiatives, Verum Partners LLC
  • Holly F. SkipperFounding Partner, Chief Compliance Officer, Chief Operating Officer, Verum Partners LLC
  • Dustin A. BarrFounding Partner, Senior Adviser, Verum Partners LLC
  • Robert C. GammonFounding Partner, Senior Adviser, Verum Partners LLC

1 more person named with Molly on the same filings, with titles and firms. Free in Atlas with a free account.

See all 6 free

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