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Chief Investment Officer · Kintra Investments, LLC

Wesley W. Bean

CRD 2795480 · Named on Form ADV at one SEC-registered adviser

At a glance

Kintra Investments, LLC, an SEC-registered asset manager based in Marysville, OH with $113 million in regulatory assets, lists Wesley W. Bean on its Form ADV as Chief Investment Officer, a control person.

Firms and roles

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