Richard Tatum is listed as President, Retirement Services at Vestwell Advisors LLC in New York, NY. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Vestwell Advisors LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Richard Tatum work?
Richard Tatum is listed as President, Retirement Services at Vestwell Advisors LLC on SEC Form ADV.
How much of Vestwell Advisors LLC does Richard Tatum own?
Form ADV reports a beneficial ownership band of Under 5%.