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Director of Investment Operations/chief Compliance Officer · Reify Wealth Advisors, Inc.

Tabitha A. Williams

CRD 5829071 · Named on Form ADV at one SEC-registered adviser

At a glance

Reify Wealth Advisors, Inc., an SEC-registered wealth manager based in Indianapolis, IN with $524 million in regulatory assets, lists Tabitha A. Williams on its Form ADV as Director of Investment Operations/chief Compliance Officer, a control person.

Firms and roles

  • Reify Wealth Advisors, Inc.Director of Investment Operations/chief Compliance OfficerWealth manager · Indianapolis, IN · $524M in regulatory assets

AtlasMembers

Tabitha’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.

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