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President, Retirement Services · Vestwell Advisors LLC

Richard Tatum

CRD 7521909 · Named on Form ADV at one SEC-registered adviser

At a glance

Vestwell Advisors LLC, an SEC-registered asset manager based in New York, NY with $1.0 billion in regulatory assets, lists Richard Tatum on its Form ADV as President, Retirement Services, a control person.

Firms and roles

  • Vestwell Advisors LLCPresident, Retirement ServicesAsset manager · New York, NY · $1.0B 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
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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 (8)

3 more people named with Richard 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 Richard’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.