Daniel William Wolfson is listed as Owner at Walter & Keenan Wealth Management, LLC in South Bend, IN. Form ADV reports a beneficial ownership band of 25-50%.
Reported ownership
Owns 25-50% of Walter & Keenan Wealth Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Daniel William Wolfson work?
Daniel William Wolfson is listed as Owner at Walter & Keenan Wealth Management, LLC on SEC Form ADV.
How much of Walter & Keenan Wealth Management, LLC does Daniel William Wolfson own?
Form ADV reports a beneficial ownership band of 25-50%.