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Chief Investment Officer (CIO) · True Private Wealth Advisors, LLC

Todd A. Gescher

CRD 2505578 · Named on Form ADV at one SEC-registered adviser

At a glance

True Private Wealth Advisors, LLC, an SEC-registered wealth manager based in Salem, OR with $1.4 billion in regulatory assets, lists Todd A. Gescher on its Form ADV as Chief Investment Officer (CIO), a control person.

Firms and roles

AtlasMembers

Todd’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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Search and export owners by title, state and firm size
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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

  • Michael B. DavisChief Executive Officer (CEO), True Private Wealth Advisors, LLC
  • Jason D. HerberChief Financial Officer (CFO), True Private Wealth Advisors, LLC
  • Stephen R. AltmanFounding Partner, Managing Member, True Private Wealth Advisors, LLC
  • Madison E. LaughlinChief Administrative Officer (CAO), Chief Compliance Officer (CCO), True Private Wealth Advisors, LLC
  • Thomas C. PatersonChief Operations Officer (COO), True Private Wealth Advisors, LLC

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