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Davies Family Survivorship Trust

TrusteeReicon Wealth Advisors, LLC

About Davies Family Survivorship Trust

Davies Family Survivorship Trust is listed as Trustee at Reicon Wealth Advisors, LLC in Atlanta, GA. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

Owns 25-50% of Reicon Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule B

Frequently asked questions

Where does Davies Family Survivorship Trust work?

Davies Family Survivorship Trust is listed as Trustee at Reicon Wealth Advisors, LLC on SEC Form ADV.

How much of Reicon Wealth Advisors, LLC does Davies Family Survivorship Trust own?

Form ADV reports a beneficial ownership band of 25-50%.

Reicon Wealth Advisors, LLC

TitleTrustee
Ownership25-50%
Control personYes
Since2021