President, Wealth Advisory · Bison Wealth, LLC
Victor P. Wilkerson
CRD 2854435 · Named on Form ADV at one SEC-registered adviser
At a glance
Bison Wealth, LLC, an SEC-registered wealth manager based in Atlanta, GA with $2.7 billion in regulatory assets, lists Victor P. Wilkerson on its Form ADV as President, Wealth Advisory, a control person.
Firms and roles
- Bison Wealth, LLCPresident, Wealth AdvisoryWealth manager · Atlanta, GA · $2.7B in regulatory assets
AtlasMembers
Victor’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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
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)
- Lane M. TurnerDirector of Operations, Bison Wealth, LLC
- Gregory T. WrightCo-Ceo/coo, Bison Wealth, LLC
- Jason E. LuhanChief Compliance Officer, Bison Wealth, LLC
- Thomas F. ScaturroPresident, Private Wealth, Bison Wealth, LLC
- Justin C. BollerCo-Ceo/cio, Bison Wealth, LLC
1 more person named with Victor on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Victor’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.