WEALTH ASSET MANAGERS

WEALTH ASSET MANAGERS of SPOKANE, WA is an SEC-registered investment adviser (CRD 14377). Regulatory assets under management: $321.9M.

Registration

Business model

Compensation: % of AUM.

Clients served: High net worth, Corporations.

Officers, owners & control persons (7)

NameRoleLocation
Patrick Kevin DonahueTREASURER, CFO
Robert Owen Jr NelsonPRESIDENT, CEO
Shyla Suzanne GibsonCHIEF COMPLIANCE OFFICER
NELSON ROBERT OWENPRESIDENT, CEO, CCO, DIRECTOR; PRESIDENT, CEO, CHIEF COMPLIANCE OFFICER, DIRECTOR
DONAHUE PATRICK KEVINTREASURER, CFO
NELSON ROBERT OWEN JRPRESIDENT, CEO
GIBSON SHYLA SUZANNECHIEF COMPLIANCE OFFICER

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