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Samuel Morris Westby Caspersen

Chief Compliance OfficerLumida Wealth Management LLCCRD 8049787

About Samuel Morris Westby Caspersen

Samuel Morris Westby Caspersen is listed as Chief Compliance Officer at Lumida Wealth Management LLC in New York, NY. Form ADV reports a beneficial ownership band of Under 5%. Samuel Morris Westby Caspersen is associated with 4 registered advisers.

Reported ownership

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

Frequently asked questions

Where does Samuel Morris Westby Caspersen work?

Samuel Morris Westby Caspersen is listed as Chief Compliance Officer at Lumida Wealth Management LLC on SEC Form ADV.

How much of Lumida Wealth Management LLC does Samuel Morris Westby Caspersen own?

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

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