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Member · The SUM

Thomas W. Dunaway

CRD 5732056 · Named on Form ADV at one SEC-registered adviser

At a glance

The SUM, an SEC-registered wealth manager based in The Woodlands, TX with $551 million in regulatory assets, lists Thomas W. Dunaway on its Form ADV as Member.

Firms and roles

  • The SUMMemberWealth manager · The Woodlands, TX · $551M in regulatory assets

AtlasMembers

Thomas’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.

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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 (6)

1 more person named with Thomas on the same filings, with titles and firms. Free in Atlas with a free account.

See all 6 free

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