Chief Compliance Officer · Rechter Wealth Management, LLC
Sean A. Palmer
CRD 7853457 · Named on Form ADV at one SEC-registered adviser
At a glance
Rechter Wealth Management, LLC, an SEC-registered wealth manager with $134 million in regulatory assets, lists Sean A. Palmer on its Form ADV as Chief Compliance Officer, a control person.
Firms and roles
- Rechter Wealth Management, LLCChief Compliance OfficerWealth manager · United States · $134M in regulatory assets
AtlasMembers
Sean’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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Peter J. RechterOwner/managing Member, Rechter Wealth Management, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Sean’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.