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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.

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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.

See all 8 free

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.