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Avantax Wm Holdings, Inc.

Sole ShareholderAvantax Advisory Services, Inc.

About Avantax Wm Holdings, Inc.

Avantax Wm Holdings, Inc. is listed as Sole Shareholder at Avantax Advisory Services, Inc. in Dallas, TX. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Avantax Advisory Services, Inc.
Ownership band reported on Form ADV Schedule B

Frequently asked questions

Where does Avantax Wm Holdings, Inc. work?

Avantax Wm Holdings, Inc. is listed as Sole Shareholder at Avantax Advisory Services, Inc. on SEC Form ADV.

How much of Avantax Advisory Services, Inc. does Avantax Wm Holdings, Inc. own?

Form ADV reports a beneficial ownership band of Over 75%.

Avantax Advisory Services, Inc.

TitleSole Shareholder
OwnershipOver 75%
Control personYes
Since2011