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Managing Member and CCO · PVA Financial, LLC

Naveen Neerukonda

CRD 3243997 · Named on Form ADV at one SEC-registered adviser

At a glance

PVA Financial, LLC, an SEC-registered wealth manager with $137 million in regulatory assets, lists Naveen Neerukonda on its Form ADV as Managing Member and CCO, a control person.

Firms and roles

  • PVA Financial, LLCManaging Member and CCOWealth manager · United States · $137M in regulatory assets

AtlasMembers

Naveen’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
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.

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