WR
William Robert Wurm
CRD 2354992
Chartered Financial Analyst
Firms
| Firm | Role | As of |
|---|---|---|
| Point Windward Advisors, Inc. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Point Windward Advisors, Inc.
Chief Investment Officer, Corp Sec, Stockholder · 25% – 50% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗