Managing Partner · Alta Wealth Advisors LLC
Paul M Brissenden
CRD 5416621 · Named on Form ADV at one SEC-registered adviser
At a glance
Alta Wealth Advisors LLC, an SEC-registered wealth manager based in Woburn, MA with $665 million in regulatory assets, lists Paul M Brissenden on its Form ADV as Managing Partner, a control person.
Firms and roles
- Alta Wealth Advisors LLCManaging PartnerWealth manager · Woburn, MA · $665M in regulatory assets
AtlasMembers
Paul’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
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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
- Vincenzo StutoManaging Partner & CCO, Alta Wealth Advisors LLC
- Bryan ParksManaging Partner, Alta Wealth Advisors LLC
- Michael D. VitiManaging Partner, Alta Wealth Advisors LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Paul’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.