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Constitution Wealth LLC

CRD 313916SEC# 801-122652
Export (members)
No longer SEC-registered. Constitution Wealth LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$53.5M
Employees
7
Accounts
277
Location
—

Constitution Wealth LLC assets under management

Constitution Wealth LLC is an SEC-registered investment adviser. It reports $53.5 million in regulatory assets under management and employs 7 people.
View on SEC.gov ↗

Constitution Wealth LLC owners & executives

3 reported
NameTitleOwnershipSince
Allison Brooke Blake ControlChief Operating Officer5-10%2021
Christopher Paul Vanslyke ControlManaging Member/PrincipalOver 75%2021
Emily Rose Zerbato ControlChief Compliance OfficerUnder 5%2025

Frequently asked questions

How much does Constitution Wealth LLC manage?

Constitution Wealth LLC reports $53.5 million in regulatory assets under management on its Form ADV.

How many employees does Constitution Wealth LLC have?

Constitution Wealth LLC reports 7 employees.

Does Constitution Wealth LLC disclose fund performance?

Constitution Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Office hoursBy Appointment
Discloses disciplinary historyNo

Assets under management

Discretionary$53.5M
Non-discretionary$0
Total (RAUM)$53.5M