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Managing Partner · Lotusgroup Advisors

Raphael A. Martorello

CRD 4768833 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Lotusgroup Advisors, an SEC-registered wealth manager based in Denver, CO with $286 million in regulatory assets, lists Raphael A. Martorello on its Form ADV as Managing Partner, a control person. The SEC filings also name Raphael at 1 other registered adviser.

Firms and roles

  • Lotusgroup AdvisorsManaging PartnerWealth manager · Denver, CO · $286M in regulatory assets
  • Lotusgroup CapitalManaging Member, CIO & Investment Advisor RepresentativePrivate fund adviser · Denver, CO · $157M in regulatory assets

AtlasMembers

Raphael’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
2 firmsLocked
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

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