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Karen Marie Schmid

Principal/Investment Advisor/Chief Compliance OfficerMoirai Wealth Management LLCCRD 2488834

About Karen Marie Schmid

Karen Marie Schmid is listed as Principal/Investment Advisor/Chief Compliance Officer at Moirai Wealth Management LLC. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Moirai Wealth Management LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Karen Marie Schmid work?

Karen Marie Schmid is listed as Principal/Investment Advisor/Chief Compliance Officer at Moirai Wealth Management LLC on SEC Form ADV.

How much of Moirai Wealth Management LLC does Karen Marie Schmid own?

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

Moirai Wealth Management LLC

TitlePrincipal/Investment Advisor/Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since2001
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