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Alan Mitchell Harter

Chief Executive OfficerPactolus Private Wealth Management LLCCRD 2165788

About Alan Mitchell Harter

Alan Mitchell Harter is listed as Chief Executive Officer at Pactolus Private Wealth Management LLC in Vienna, VA. Form ADV reports a beneficial ownership band of 25-50%. Alan Mitchell Harter is associated with 2 registered advisers.

Reported ownership

Owns 25-50% of Pactolus Private Wealth Management LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Alan Mitchell Harter work?

Alan Mitchell Harter is listed as Chief Executive Officer at Pactolus Private Wealth Management LLC on SEC Form ADV.

How much of Pactolus Private Wealth Management LLC does Alan Mitchell Harter own?

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

Pactolus Private Wealth Management LLC

TitleChief Executive Officer
Ownership25-50%
Control personYes
Since2011

Pactolus Private Wealth Management LLC

TitleMember
OwnershipOver 75%
Control personYes
Since2015