Managing Member · Visdom Investment Group LLC
Richard L. Selvala
CRD 2521488 · Named on Form ADV at one SEC-registered adviser
At a glance
Visdom Investment Group LLC, an SEC-registered wealth manager based in RYE Brook, NY with $53 million in regulatory assets, lists Richard L. Selvala on its Form ADV as Managing Member, a control person.
Firms and roles
- Visdom Investment Group LLCManaging MemberWealth manager · RYE Brook, NY · $53M in regulatory assets
AtlasMembers
Richard’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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- 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
- Patrick J. CloughChief Compliance Officer, Chief Operating Officer, Chief Financial Officer, Visdom Investment Group LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Richard’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.