# CONSTELLATION WEALTH ADVISORS, LLC

CONSTELLATION WEALTH ADVISORS, LLC of CINCINNATI, OH is an SEC-registered investment adviser.

## Registration

- CRD: 289860
- Type: SEC-registered investment adviser
- SEC file number: 801-111760
- Location: 255 EAST FIFTH STREET, SUITE 3000, CINCINNATI, OH, 45202
- Phone: 513-871-5500
- Latest filing: 2020-03-24

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| ROGERS JAMES PATRICK | MANAGING MEMBER | — |
| LAFLEY PATRICK ALAN | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| WILLIAMS JOHN MARSHALL | MANAGING MEMBER | — |
| VEITH TERRENCE Michael | MANAGING MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/289860/brochure
- Similar advisers: https://search.stillhousedata.com/firm/289860/similar
- Related entities: https://search.stillhousedata.com/firm/289860/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/289860

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.