Christopher Joseph Athens
Member/Manager/Managing Partner/Chief Compliance OfficerElevate Financial Planning and Wealth Management LLCCRD 7256811
About Christopher Joseph Athens
Christopher Joseph Athens is listed as Member/Manager/Managing Partner/Chief Compliance Officer at Elevate Financial Planning and Wealth Management LLC in St. Petersburg, FL. Form ADV reports a beneficial ownership band of 25-50%.
Reported ownership
Owns 25-50% of Elevate Financial Planning and Wealth Management LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Christopher Joseph Athens work?
Christopher Joseph Athens is listed as Member/Manager/Managing Partner/Chief Compliance Officer at Elevate Financial Planning and Wealth Management LLC on SEC Form ADV.
How much of Elevate Financial Planning and Wealth Management LLC does Christopher Joseph Athens own?
Form ADV reports a beneficial ownership band of 25-50%.
Elevate Financial Planning and Wealth Management LLC
| Title | Member/Manager/Managing Partner/Chief Compliance Officer |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2023 |