PPrivate Fund Data Log in Join · $37/mo

James Gerard Mezzetti

President, Managing Partner And CcoMyles Wealth Management, LLCCRD 2837967

About James Gerard Mezzetti

James Gerard Mezzetti is listed as President, Managing Partner And Cco at Myles Wealth Management, LLC in Florida, NY. Form ADV reports a beneficial ownership band of 50-75%.

Reported ownership

Owns 50-75% of Myles Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does James Gerard Mezzetti work?

James Gerard Mezzetti is listed as President, Managing Partner And Cco at Myles Wealth Management, LLC on SEC Form ADV.

How much of Myles Wealth Management, LLC does James Gerard Mezzetti own?

Form ADV reports a beneficial ownership band of 50-75%.

Myles Wealth Management, LLC

TitlePresident, Managing Partner And Cco
Ownership50-75%
Control personYes
Since2024
View Myles Wealth Management, LLC →