President, CCO · Mussett Wealth Management, LLC
Olivia A. Mussett
CRD 3139980 · Named on Form ADV at one SEC-registered adviser
At a glance
Mussett Wealth Management, LLC, an SEC-registered wealth manager based in Rensselaer, NY with $110 million in regulatory assets, lists Olivia A. Mussett on its Form ADV as President, CCO, a control person.
Firms and roles
- Mussett Wealth Management, LLCPresident, CCOWealth manager · Rensselaer, NY · $110M in regulatory assets
AtlasMembers
Olivia’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 Olivia’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.