AUMdb
TW

Thomas Windom

CRD 6771230

Firms

FirmRoleAs of
Capitalwize, Llc Registered representative 07/20/2026
Ethos Financial Planning Llc Registered representative 07/20/2026

Roster data from IAPD; titles from the firms' websites where enriched.

Source

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