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The Sokoloff Family Trust

Limited PartnerBaystate Wealth Management LLC

About The Sokoloff Family Trust

The Sokoloff Family Trust is listed as Limited Partner at Baystate Wealth Management LLC in Overland Park,, KS. Form ADV reports a beneficial ownership band of 25-50%. The Sokoloff Family Trust is associated with 2 registered advisers.

Reported ownership

Owns 25-50% of Baystate Wealth Management LLC
Ownership band reported on Form ADV Schedule B

Frequently asked questions

Where does The Sokoloff Family Trust work?

The Sokoloff Family Trust is listed as Limited Partner at Baystate Wealth Management LLC on SEC Form ADV.

How much of Baystate Wealth Management LLC does The Sokoloff Family Trust own?

Form ADV reports a beneficial ownership band of 25-50%.

Baystate Wealth Management LLC

TitleLimited Partner
Ownership25-50%
Control personYes
Since2012
View Baystate Wealth Management LLC →

Baystate Wealth Management LLC

TitleMember
Ownership25-50%
Control personYes
Since2012
View Baystate Wealth Management LLC →