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Principal, Chief Compliance Officer · Creekside Partners

Teresa A Coleman

CRD 4654757 · Named on Form ADV at one SEC-registered adviser

At a glance

Creekside Partners, an SEC-registered wealth manager based in Petaluma, CA with $553 million in regulatory assets, lists Teresa A Coleman on its Form ADV as Principal, Chief Compliance Officer, a control person.

Firms and roles

  • Creekside PartnersPrincipal, Chief Compliance OfficerWealth manager · Petaluma, CA · $553M in regulatory assets

AtlasMembers

Teresa’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

  • Andrew S. HempeckPrincipal, Chief Executive Officer, Chief Investment Advisor, Creekside Partners

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