Weldon, Kent, Raymond

Ownership stakes

• Abr Capital Partners, Llc
  Member Of Board Of Managers · Less than 5% · Sep 2024
• Venturi Wealth Management, Llc
  Managing Member And Sole Owner · 75% or more · Jul 2024
• Cherry Creek Family Offices, Llc
  Managing Member And Sole Owner · 75% or more · Mar 2024
• Cherry Creek Family Offices, Llc
  Partner · Less than 5% · Mar 2024

From Form ADV Schedule A/B filings.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗