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Senior Partner - Client Experience · ETF Architect

Patrick R. Cleary

CRD 6394372 · Named on Form ADV at 2 SEC-registered advisers

At a glance

ETF Architect, an SEC-registered asset manager based in Newtown Square, PA with $29.7 billion in regulatory assets, lists Patrick R. Cleary on its Form ADV as Senior Partner - Client Experience, a control person. The SEC filings also name Patrick at 1 other registered adviser.

Firms and roles

  • ETF ArchitectSenior Partner - Client ExperienceAsset manager · Newtown Square, PA · $30B in regulatory assets
  • Alpha ArchitectManaging MemberAsset manager · Newtown Square, PA · $14B 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 each firm
2 firmsLocked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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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)

1 more person named with Patrick 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 Patrick’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.