Managing Member and Chief Compliance Officer · Quantum Leap Capital, LLC
William B. Walsh
CRD 3049060 · Named on Form ADV at one SEC-registered adviser
At a glance
Quantum Leap Capital, LLC, an SEC-registered wealth manager based in South Burlington, VT with $121 million in regulatory assets, lists William B. Walsh on its Form ADV as Managing Member and Chief Compliance Officer, a control person.
Firms and roles
- Quantum Leap Capital, LLCManaging Member and Chief Compliance OfficerWealth manager · South Burlington, VT · $121M 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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC 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.