PANOPTIC GLOBAL WEALTH MANAGEMENT, LLC

PANOPTIC GLOBAL WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 158873). Regulatory assets under management: $900K.

Registration

• CRD: 158873
• Type: Registered investment adviser
• Phone: 4808693133
• Latest filing: 2023-09-01
• Regulatory AUM: $900K
• Discretionary AUM: $900K
• Clients: 1
• Accounts: 7

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 158873 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search