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Alex C Offerman

Chief Compliance OfficerModel Wealth , Inc.CRD 6263464

About Alex C Offerman

Alex C Offerman is listed as Chief Compliance Officer at Model Wealth, Inc.. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Model Wealth , Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Alex C Offerman work?

Alex C Offerman is listed as Chief Compliance Officer at Model Wealth, Inc. on SEC Form ADV.

How much of Model Wealth, Inc. does Alex C Offerman own?

Form ADV reports a beneficial ownership band of Under 5%.

Model Wealth , Inc.

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2016