Director · Numa
Rafael I. Zamora Leon
CRD 6102857 · Named on Form ADV at one SEC-registered adviser
At a glance
Numa, an SEC-registered wealth manager based in Miami, FL with $193 million in regulatory assets, lists Rafael I. Zamora Leon on its Form ADV as Director, a control person.
Firms and roles
- NumaDirectorWealth manager · Miami, FL · $193M in regulatory assets
AtlasMembers
Rafael’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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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Gisella I. Quezada AlvaradoChief Compliance Officer, Numa
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Rafael’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.