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Partner, Managing Member · Everoak Wealth Co

Timothy S. Watson

CRD 4699803 · Named on Form ADV at one SEC-registered adviser

At a glance

Everoak Wealth Co, an SEC-registered asset manager based in Colorado Springs, CO with $0 in regulatory assets, lists Timothy S. Watson on its Form ADV as Partner, Managing Member, a control person.

Firms and roles

  • Everoak Wealth CoPartner, Managing MemberAsset manager · Colorado Springs, CO · $0M in regulatory assets

AtlasMembers

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