# MITCHELL RICHARD ALAN

MITCHELL RICHARD ALAN appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 12 filing roles across Form ADV (12).

## Filings (12)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| — | Form ADV | [ALDRICH WEALTH, LIMITED PARTNERSHIP](https://search.stillhousedata.com/firm/147200) | BOARD MEMBER | LAKE OSWEGO, OR |
| — | Form ADV | [MAINLINE INVESTMENT ADVISERS, LLC](https://search.stillhousedata.com/firm/159045) | CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL, VICE PRESIDENT AND SECRETARY | WYNNEWOOD, PA |
| — | Form ADV | [STEEPROCK CAPITAL II LLC](https://search.stillhousedata.com/firm/172775) | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | GREENWICH, CT |
| — | Form ADV | [CMS FUND ADVISERS, LLC](https://search.stillhousedata.com/firm/154682) | MEMBER/MANAGER, SECRETARY, VICE PRESIDENT, GENERAL COUNSEL | WYNNEWOOD, PA |
| — | Form ADV | [MERION REALTY ADVISERS, LLC](https://search.stillhousedata.com/firm/158507) | VICE PRESIDENT, ASSISTANT SECRETARY | WYNNEWOOD, PA |
| — | Form ADV | [ALAN MITCHELL CPA PC](https://search.stillhousedata.com/firm/106198) | PRESIDENT | BOULDER, CO |
| — | Form ADV | [WEALTH ADVISORS, LLC](https://search.stillhousedata.com/firm/108769) | EXECUTIVE COMMITTEE | LAKE OSWEGO, OR |
| — | Form ADV | [CMS FUND ADVISERS, INC.](https://search.stillhousedata.com/firm/123718) | VICE PRESIDENT AND SECRETARY, GENERAL COUNSEL | WYNNEWOOD, PA |
| — | Form ADV | [CHICAGO EQUITY PARTNERS LLC](https://search.stillhousedata.com/firm/109421) | MANAGEMENT COMMITTEE MEMBER & CHIEF INVESTMENT OFFICER - FIXED INCOME | CHICAGO, IL |
| — | Form ADV | [GLT WEALTH ADVISORS INC](https://search.stillhousedata.com/firm/109102) | OWNER | ENCINITAS, CA |
| — | Form ADV | [LOL INVESTMENT MANAGER LLC](https://search.stillhousedata.com/firm/314380) | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| — | Form ADV | [MAINLINE PRIVATE WEALTH, LLC](https://search.stillhousedata.com/firm/159295) | GENERAL COUNSEL, VICE PRESIDENT AND SECRETARY | WYNNEWOOD, PA |


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Source: public SEC filing 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.