Geoffrey Todd Gervasini
Limited PartnerWakefield Wealth Management, LLLPCRD 2443483
About Geoffrey Todd Gervasini
Geoffrey Todd Gervasini is listed as Limited Partner at Wakefield Wealth Management, LLLP in Englewood, CO. Form ADV reports a beneficial ownership band of Over 75%. Geoffrey Todd Gervasini is associated with 4 registered advisers.
Reported ownership
Owns Over 75% of Wakefield Wealth Management, LLLP
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Geoffrey Todd Gervasini work?
Geoffrey Todd Gervasini is listed as Limited Partner at Wakefield Wealth Management, LLLP on SEC Form ADV.
How much of Wakefield Wealth Management, LLLP does Geoffrey Todd Gervasini own?
Form ADV reports a beneficial ownership band of Over 75%.
Wakefield Wealth Management, LLLP
| Title | Limited Partner |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2014 |
Wakefield Asset Management, LLLP
| Title | Managing Partner, Chief Investment Officer |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2006 |
Wakefield Wealth Management, LLLP
| Title | Shareholder |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2006 |
Wakefield Asset Management, LLLP
| Title | Shareholder |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2006 |