POLARIS WEALTH ADVISORY GROUP, LLC of SAN RAFAEL, CA is an SEC-registered investment adviser (CRD 158718). Regulatory assets under management: $1.5B.
| Name | Role | Location |
|---|---|---|
| MASON WAYNE RICHARD | CHIEF COMPLIANCE OFFICER | — |
| CLIFT TIMOTHY JOHN | CHIEF INVESTMENT OFFICER | — |
| WIENER DANIEL PHILIP | MANAGER | — |
| LOWELL JAMES HALE | MANAGER | — |
| POWELL JEFFREY JOHN | MANAGING DIRECTOR; MANAGING MEMBER; MANAGING MEMBER, PRESIDENT AND CEO (+6 more) | — |
| WALSH NATHAN HATTON | CFO & CHIEF COMPLIANCE OFFICER; MANAGING MEMBER, COO, CFO AND CHIEF COMPLIANCE OFFICER | — |
| MOSS TODD ROBINSON | SOLE MEMBER; SOLE SHAREHOLDER | — |
| THOM CHRISTOPHER BRIAN | PRESIDENT | — |
| CRESCENZO ANGELA | CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER | — |
| GALLOWAY PETER P | CHIEF COMPLIANCE OFFICER | — |
| WITBECK JEREMY DEE | DIRECTOR; SENIOR VICE PRESIDENT | — |
| JURMAN CHELSEA | MANAGER | — |
| Hamilton Matthew Guy | MANAGER | — |
| Yadlapati Vamsi Krishna | MANAGER | — |
| JURMAN CHELSEA LYNN | MANAGER | — |