Chief Executive Officer · Bright Lake Wealth Management, LLC
Theodore J. Thatcher
CRD 7193260 · Named on Form ADV at one SEC-registered adviser
At a glance
Bright Lake Wealth Management, LLC, an SEC-registered wealth manager based in Redding, CA with $104 million in regulatory assets, lists Theodore J. Thatcher on its Form ADV as Chief Executive Officer, a control person.
Firms and roles
- Bright Lake Wealth Management, LLCChief Executive OfficerWealth manager · Redding, CA · $104M in regulatory assets
AtlasMembers
Theodore’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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Colleagues named on the same filings
- Matthew M. GiggeyChief Compliance Officer, Bright Lake 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 Theodore’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.