CCO · Tinderwealth
Patrick B. Beaudan
CRD 4313406 · Named on Form ADV at one SEC-registered adviser
At a glance
Tinderwealth, an SEC-registered wealth manager with $10 million in regulatory assets, lists Patrick B. Beaudan on its Form ADV as CCO, a control person.
Firms and roles
- TinderwealthCCOWealth manager · United States · $10M in regulatory assets
AtlasMembers
Patrick’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
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Mari KawawaTrustee, Blue Sky Trust, Tinderwealth
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Patrick’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.