PPrivate Fund Data Log in Join · $37/mo

Stephen Michael Troutman

President/Chief Compliance OfficerTroutman Wealth Management, LLCCRD 4747105

About Stephen Michael Troutman

Stephen Michael Troutman is listed as President/Chief Compliance Officer at Troutman Wealth Management, LLC in Malvern, PA. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

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

Frequently asked questions

Where does Stephen Michael Troutman work?

Stephen Michael Troutman is listed as President/Chief Compliance Officer at Troutman Wealth Management, LLC on SEC Form ADV.

How much of Troutman Wealth Management, LLC does Stephen Michael Troutman own?

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

Troutman Wealth Management, LLC

TitlePresident/Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since2019