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Founding Partner · Allred Harris Wealth Management.

Stanley E. Allred

CRD 721257 · Named on Form ADV at one SEC-registered adviser

At a glance

Allred Harris Wealth Management., an SEC-registered wealth manager based in Dallas, TX with $493 million in regulatory assets, lists Stanley E. Allred on its Form ADV as Founding Partner.

Firms and roles

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Stanley’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

  • Jonathan L. AllredChief Compliance Officer, Managing Partner, Allred Harris Wealth Management.

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