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Managing Member/cco · Abri LLC

Zackary D. Wallace

CRD 6466304 · Named on Form ADV at one SEC-registered adviser

At a glance

Abri LLC, an SEC-registered wealth manager based in Lexington, KY with $114 million in regulatory assets, lists Zackary D. Wallace on its Form ADV as Managing Member/cco, a control person.

Firms and roles

  • Abri LLCManaging Member/ccoWealth manager · Lexington, KY · $114M in regulatory assets

AtlasMembers

Zackary’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.

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