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Goldfinch Wealth Management LLC

ShareholderAdvisory Advocates LLC

About Goldfinch Wealth Management LLC

Goldfinch Wealth Management LLC is listed as Shareholder at Advisory Advocates LLC in Grand Rapids, MI. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

Owns 25-50% of Advisory Advocates LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Goldfinch Wealth Management LLC work?

Goldfinch Wealth Management LLC is listed as Shareholder at Advisory Advocates LLC on SEC Form ADV.

How much of Advisory Advocates LLC does Goldfinch Wealth Management LLC own?

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

Advisory Advocates LLC

TitleShareholder
Ownership25-50%
Control personYes
Since2023