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John Lewis Smallwood

Chief Compliance OfficerSmallwood Wealth Investment Management, LLCCRD 2132725

About John Lewis Smallwood

John Lewis Smallwood is listed as Chief Compliance Officer at Smallwood Wealth Investment Management, LLC in Red Bank, NJ. Form ADV reports a beneficial ownership band of Under 5%. John Lewis Smallwood is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Smallwood Wealth Investment Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does John Lewis Smallwood work?

John Lewis Smallwood is listed as Chief Compliance Officer at Smallwood Wealth Investment Management, LLC on SEC Form ADV.

How much of Smallwood Wealth Investment Management, LLC does John Lewis Smallwood own?

Form ADV reports a beneficial ownership band of Under 5%.

Smallwood Wealth Investment Management, LLC

TitleChief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2017

Smallwood Wealth Investment Management, LLC

TitleTrustee
OwnershipOver 75%
Control personYes
Since2017