Yellowwood Wealth Solutions LLC
Legal Name: YELLOWWOOD WEALTH SOLUTIONS, LLC
Full Contact Details
Yellowwood Wealth Solutions LLC
525 NORTH TRYON STREET, SUITE 1611A, CHARLOTTE, NC
971-371-3450
Other Info
Yellowwood Wealth Solutions, LLC is a North Carolina-based limited liability company consisting of four professionals, two of whom serve in advisory positions. Though the number of clients they serve is undisclosed, their latest SEC status is currently pending approval for the past four months.
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Direct Owners
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JASON RERICHA
CHIEF EXECUTIVE OFFICER owns more than 25% but less than 50%
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LESLIE WALKER WATSON
CHIEF INVESTMENT OFFICER owns more than 50% but less than 75%
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MEGAN LOUISE CASTLEMAN
CHIEF COMPLIANCE OFFICER owns less than 5%
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STACY LEIGH SIZEMORE
CHIEF COMPLIANCE OFFICER owns less than 5%