Erik Mo O'Neill is listed as Founder, Managing Partner at Northcape Wealth Management, LLC in Williamsville, NY. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Northcape Wealth Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Erik Mo O'Neill work?
Erik Mo O'Neill is listed as Founder, Managing Partner at Northcape Wealth Management, LLC on SEC Form ADV.
How much of Northcape Wealth Management, LLC does Erik Mo O'Neill own?
Form ADV reports a beneficial ownership band of Over 75%.