# MICHAEL LEE KRUMHOLZ

MICHAEL LEE KRUMHOLZ is an investment adviser representative (IAR) with state registration records since 2002, appearing at 5 firms. Currently registered with PERIGON WEALTH MANAGEMENT, LLC.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [PERIGON WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/131037) | 2024-02-05 | present | Yes |
| [PRUDEO PARTNERS, LLC](https://search.stillhousedata.com/firm/113961) | 2019-12-10 | 2024-06-17 | — |
| [INDEPENDENT ADVISOR ALLIANCE, LLC](https://search.stillhousedata.com/firm/168267) | 2017-03-29 | 2019-11-27 | — |
| [CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.](https://search.stillhousedata.com/firm/134139) | 2007-02-26 | 2017-04-24 | — |
| [ASSET & FINANCIAL PLANNING, LTD](https://search.stillhousedata.com/firm/110709) | 2002-07-19 | 2007-03-27 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/1977128)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/1977128.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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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.