# WELLMAN STEPHEN M

WELLMAN STEPHEN M appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 5 filing roles across Form ADV (5).

## Filings (5)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| — | Form ADV | [DUNDEEWEALTH US, LP](https://search.stillhousedata.com/firm/141202) | CHIEF COMPLIANCE OFFICER | BERWYN, PA |
| — | Form ADV | [ECHO POINT INVESTMENT MANAGEMENT, LLC](https://search.stillhousedata.com/firm/154105) | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | WEST CONSHOHOCKEN, PA |
| — | Form ADV | [LIBERTY RIDGE CAPITAL, INC.](https://search.stillhousedata.com/firm/106710) | SENIOR VICE PRESIDENT, CHIEF ADMINISTRATIVE OFFICER, EXECUTIVE COMMITTEE MEMBER | BERWYN, PA |
| — | Form ADV | [PILGRIM BAXTER VALUE INVESTORS INC](https://search.stillhousedata.com/firm/105806) | SENIOR VICE PRESIDENT | WAYNE, PA |
| — | Form ADV | [BMT INVESTMENT ADVISERS](https://search.stillhousedata.com/firm/288718) | CHIEF COMPLIANCE OFFICER/TRUSTEE | BERWYN, 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.