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Co-President, Advisor Teams · Indivisible Partners

William A. Lorenz

CRD 2162073 · Named on Form ADV at one SEC-registered adviser

At a glance

Indivisible Partners, an SEC-registered wealth manager based in Clearwater, FL with $2.1 billion in regulatory assets, lists William A. Lorenz on its Form ADV as Co-President, Advisor Teams, a control person.

Firms and roles

  • Indivisible PartnersCo-President, Advisor TeamsWealth manager · Clearwater, FL · $2.1B in regulatory assets

AtlasMembers

William’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
1 firmLocked
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 (9)

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

See all 9 free

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