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Member · Roehl & YI Investment Advisors, LLC

Sarah R. Mellgren

CRD 5957002 · Named on Form ADV at one SEC-registered adviser

At a glance

Roehl & YI Investment Advisors, LLC, an SEC-registered wealth manager based in Eugene, OR with $959 million in regulatory assets, lists Sarah R. Mellgren on its Form ADV as Member.

Firms and roles

AtlasMembers

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

  • Thomas H. RoehlMember, Chief Compliance Officer, and Chief Executive Officer, Roehl & YI Investment Advisors, LLC
  • Jayman F. YiMember, Chief Financial Officer, and Chief Investment Officer, Roehl & YI Investment Advisors, LLC
  • Andrew G. CollegeChief Operating Officer, Roehl & YI Investment Advisors, LLC
  • Zachary S. DaegesMember, Roehl & YI Investment Advisors, LLC

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.