# WALSH ANGELA MARIE

WALSH ANGELA MARIE appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 6 filing roles across Form ADV (6).

## Filings (6)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| — | Form ADV | [CREATIVE PLANNING INSTITUTIONAL ADVISORS, LLC](https://search.stillhousedata.com/firm/126777) | CHIEF FINANCIAL OFFICER | NEWPORT BEACH, CA |
| — | Form ADV | [ALPHA CUBED INVESTMENTS, LLC](https://search.stillhousedata.com/firm/159347) | CHIEF COMPLIANCE OFFICER | COSTA MESA, CA |
| — | Form ADV | [SAGEVIEW PRIVATE CLIENT GROUP, LLC](https://search.stillhousedata.com/firm/134997) | CHIEF FINANCIAL OFFICER | NEWPORT BEACH, CA |
| — | Form ADV | [AVENTINE INVESTMENT SERVICES, INC.](https://search.stillhousedata.com/firm/144957) | VICE PRESIDENT, CORPORATE SECRETARY, TREASURER, CHIEF FINANCIAL OFFICER AND CHIEF COMPLIANCE OFFICER | IRVINE, CA |
| — | Form ADV | [LEHRER MANAGEMENT CO INC](https://search.stillhousedata.com/firm/107995) | CHIEF COMPLIANCE OFFICER | NEWPORT BEACH, CA |
| — | Form ADV | [NEWPORT WEALTH STRATEGIES, INC.](https://search.stillhousedata.com/firm/159376) | CHIEF COMPLIANCE OFFICER | IRVINE, CA |


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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.