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VP of Operations · Prowell Financial Management, LLC

Sarah C. Lynch

CRD 7768882 · Named on Form ADV at one SEC-registered adviser

At a glance

Prowell Financial Management, LLC, an SEC-registered wealth manager based in Exton, PA with $6.9 billion in regulatory assets, lists Sarah C. Lynch on its Form ADV as VP of Operations.

Firms and roles

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Sarah’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 Sarah’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.