PPrivate Fund Data Log in Join · $37/mo

Margaret Cleveland

Owner/TrusteeHorst & Graben Wealth Management, LLCCRD 6987118

About Margaret Cleveland

Margaret Cleveland is listed as Owner/Trustee at Horst & Graben Wealth Management, LLC in Portland, OR. Form ADV reports a beneficial ownership band of 50-75%.

Reported ownership

Owns 50-75% of Horst & Graben Wealth Management, LLC
Ownership band reported on Form ADV Schedule B

Frequently asked questions

Where does Margaret Cleveland work?

Margaret Cleveland is listed as Owner/Trustee at Horst & Graben Wealth Management, LLC on SEC Form ADV.

How much of Horst & Graben Wealth Management, LLC does Margaret Cleveland own?

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

Horst & Graben Wealth Management, LLC

TitleOwner/Trustee
Ownership50-75%
Control personNo
Since2007