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Founding Partner/8/2024 Chief Operating Officer · Americana Partners, LLC

Robert H. Wellington

CRD 5600454 · Named on Form ADV at one SEC-registered adviser

At a glance

Americana Partners, LLC, an SEC-registered wealth manager based in Houston, TX with $9.1 billion in regulatory assets, lists Robert H. Wellington on its Form ADV as Founding Partner/8/2024 Chief Operating Officer, a control person.

Firms and roles

  • Americana Partners, LLCFounding Partner/8/2024 Chief Operating OfficerWealth manager · Houston, TX · $9.1B in regulatory assets

AtlasMembers

Robert’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
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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

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