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Principal · Castleview Partners, LLC

Umberto Perez

CRD 4149270 · Named on Form ADV at one SEC-registered adviser

At a glance

Castleview Partners, LLC, an SEC-registered wealth manager based in Dallas, TX with $417 million in regulatory assets, lists Umberto Perez on its Form ADV as Principal, a control person.

Firms and roles

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Umberto’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

  • Douglas W. GillPrincipal, Chief Executive Officer, Castleview Partners, LLC
  • David M. FajardoPrincipal, Director of Capital Markets, Castleview Partners, LLC

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