AUMdb
LP

Louis P Grassi

CRD 4334554

Firms

FirmRoleAs of
Wealth Solutions, Llc Registered representative 07/20/2026

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

Board & officer roles (2)

OrganizationRoleCompensationAs of
Moore Stephens North America Incorporated Officer/Director 12/31/2024
New York Building Foundation Inc Officer/Director 12/31/2024

Name + location match between IAPD registrations and IRS Form 990 officer disclosures. Compensation as reported by the organization.

Source

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