AP
Aileen Patricia Bost
CRD 5096049
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Cm Wealth Advisors Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Cm Wealth Advisors Llc
Chief Client Officer · Less than 5% · Jul 2024
-
Cm Wealth Advisors Llc
Member, Chief Client Officer, Member Board Of Managers Member · GP / trustee / elected manager · Jul 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗