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President, CCO · Graybill Wealth Management, LTD.

Philip B Karlson

CRD 4593032 · Named on Form ADV at one SEC-registered adviser

At a glance

Graybill Wealth Management, LTD., an SEC-registered wealth manager based in Elmhurst, IL with $526 million in regulatory assets, lists Philip B Karlson on its Form ADV as President, CCO, a control person.

Firms and roles

AtlasMembers

Philip’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.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Philip’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.