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Managing Member · Model Wealth

Randall T. Bruns

CRD 4416255 · Named on Form ADV at one SEC-registered adviser

At a glance

Model Wealth, an SEC-registered wealth manager with $318 million in regulatory assets, lists Randall T. Bruns on its Form ADV as Managing Member, a control person.

Firms and roles

  • Model WealthManaging MemberWealth manager · United States · $318M in regulatory assets

AtlasMembers

Randall’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 Randall’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.