President · Index Fund Advisors, Inc.
Wesley R. Long
CRD 2050442 · Named on Form ADV at one SEC-registered adviser
At a glance
Index Fund Advisors, Inc., an SEC-registered wealth manager based in Irvine, CA with $5.9 billion in regulatory assets, lists Wesley R. Long on its Form ADV as President, a control person.
Firms and roles
- Index Fund Advisors, Inc.PresidentWealth manager · Irvine, CA · $5.9B in regulatory assets
AtlasMembers
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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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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
- Mark T. HebnerChief Executive Officer, Index Fund Advisors, Inc.
- Cynthia L. MasonChief Financial Officer, Index Fund Advisors, Inc.
- Michelle L. OjedaCo-Chief Compliance Officer, Index Fund Advisors, Inc.
- Trevor A. KenseyCo-Chf Compliance, Mkting and Advertising, Index Fund Advisors, Inc.
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.