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Trustee · Verum Partners LLC

Walker T. Shelton

CRD 5838615 · Named on Form ADV at one SEC-registered adviser

At a glance

Verum Partners LLC, an SEC-registered wealth manager based in Charlotte, NC with $1.0 billion in regulatory assets, lists Walker T. Shelton on its Form ADV as Trustee.

Firms and roles

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Walker’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
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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 (7)

  • Oliver R. CrossFounding Partner, Senior Adviser, Verum Partners LLC
  • Abigail A. BennettFounding Partner, Adviser, Head of Strategic Initiatives, Verum Partners LLC
  • Holly F. SkipperFounding Partner, Chief Compliance Officer, Chief Operating Officer, Verum Partners LLC
  • Dustin A. BarrFounding Partner, Senior Adviser, Verum Partners LLC
  • Robert C. GammonFounding Partner, Senior Adviser, Verum Partners LLC

2 more people named with Walker on the same filings, with titles and firms. Free in Atlas with a free account.

See all 7 free

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