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Chief Compliance Officer · Heights LLC

William B. Portwood

CRD 4853700 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Heights LLC, an SEC-registered wealth manager based in LOS Angeles, CA with $239 million in regulatory assets, lists William B. Portwood on its Form ADV as Chief Compliance Officer. The SEC filings also name William at 1 other registered adviser.

Firms and roles

  • Heights LLCChief Compliance OfficerWealth manager · LOS Angeles, CA · $239M in regulatory assets
  • Slated Analytics, LLCChief Compliance OfficerAsset manager · LOS Angeles, CA · $0M 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 each firm
2 firmsLocked
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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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

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.