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President/chief Compliance Officer/managing Member · Village Wealth Advisors

Nayivi V. Velez

CRD 6133809 · Named on Form ADV at one SEC-registered adviser

At a glance

Village Wealth Advisors, an SEC-registered wealth manager based in Westlake Village, CA with $258 million in regulatory assets, lists Nayivi V. Velez on its Form ADV as President/chief Compliance Officer/managing Member, a control person.

Firms and roles

  • Village Wealth AdvisorsPresident/chief Compliance Officer/managing MemberWealth manager · Westlake Village, CA · $258M in regulatory assets

AtlasMembers

Nayivi’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 Nayivi’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.