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President, CCO and Portfolio Manager · Wisdom Capital Asset Management, LLC

Roberto Bandelli

CRD 4291042 · Named on Form ADV at one SEC-registered adviser

At a glance

Wisdom Capital Asset Management, LLC, an SEC-registered wealth manager with $71 million in regulatory assets, lists Roberto Bandelli on its Form ADV as President, CCO and Portfolio Manager, a control person.

Firms and roles

AtlasMembers

Roberto’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.

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