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Chief Compliance Officer · Evensky & Katz/foldes Wealth Management

Rebecca A Judd

CRD 7244308 · Named on Form ADV at one SEC-registered adviser

At a glance

Evensky & Katz/foldes Wealth Management, an SEC-registered wealth manager based in Coral Gables, FL with $3.2 billion in regulatory assets, lists Rebecca A Judd on its Form ADV as Chief Compliance Officer.

Firms and roles

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Rebecca’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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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (8)

  • Lane M. JonesManagement Committee Member, Chief Investment Officer, Evensky & Katz/foldes Wealth Management
  • David S. EvenskyManagement Committee Member, Evensky & Katz/foldes Wealth Management
  • Matthew A McGrathManagement Committee Member, Managing Partner, Evensky & Katz/foldes Wealth Management
  • Brett D. HorowitzWealth Manager, Evensky & Katz/foldes Wealth Management
  • David L. GarciaManagement Committee Member, Evensky & Katz/foldes Wealth Management

3 more people named with Rebecca on the same filings, with titles and firms. Free in Atlas with a free account.

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