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Geoffrey Todd Gervasini

Limited PartnerWakefield Wealth Management, LLLPCRD 2443483

About Geoffrey Todd Gervasini

Geoffrey Todd Gervasini is listed as Limited Partner at Wakefield Wealth Management, LLLP in Englewood, CO. Form ADV reports a beneficial ownership band of Over 75%. Geoffrey Todd Gervasini is associated with 4 registered advisers.

Reported ownership

Owns Over 75% of Wakefield Wealth Management, LLLP
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Geoffrey Todd Gervasini work?

Geoffrey Todd Gervasini is listed as Limited Partner at Wakefield Wealth Management, LLLP on SEC Form ADV.

How much of Wakefield Wealth Management, LLLP does Geoffrey Todd Gervasini own?

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

Wakefield Wealth Management, LLLP

TitleLimited Partner
OwnershipOver 75%
Control personYes
Since2014
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Wakefield Asset Management, LLLP

TitleManaging Partner, Chief Investment Officer
OwnershipOver 75%
Control personYes
Since2006
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Wakefield Wealth Management, LLLP

TitleShareholder
OwnershipOver 75%
Control personYes
Since2006
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Wakefield Asset Management, LLLP

TitleShareholder
OwnershipOver 75%
Control personYes
Since2006
View Wakefield Asset Management, LLLP →