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President and Chief Investment Officer · Ivy Invest Corporation

Wenwen L. McElhoe

CRD 7803585 · Named on Form ADV at one SEC-registered adviser

At a glance

Ivy Invest Corporation, an SEC-registered asset manager based in SAN Francisco, CA with $13 million in regulatory assets, lists Wenwen L. McElhoe on its Form ADV as President and Chief Investment Officer, a control person.

Firms and roles

  • Ivy Invest CorporationPresident and Chief Investment OfficerAsset manager · SAN Francisco, CA · $13M in regulatory assets

AtlasMembers

Wenwen’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

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