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Principal and Chief Compliance Officer · V3limited LLC

Todd A. Kellerman

CRD 5719257 · Named on Form ADV at one SEC-registered adviser

At a glance

V3limited LLC, an SEC-registered wealth manager based in Radnor, PA with $122 million in regulatory assets, lists Todd A. Kellerman on its Form ADV as Principal and Chief Compliance Officer, a control person.

Firms and roles

  • V3limited LLCPrincipal and Chief Compliance OfficerWealth manager · Radnor, PA · $122M in regulatory assets

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