THIRTYONE WEALTH LLC

THIRTYONE WEALTH LLC of PENSACOLA, FL is an SEC-registered investment adviser (CRD 338832).

Registration

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

Officers, owners & control persons (3)

NameRoleLocation
Lori Beth PtacekMANAGING MEMBER
Kelly Ann GoodsonCCO
Christopher W KellyMANAGING MEMBER

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