Joel David McNatt
Chief Wealth Solutions OfficerAssetmark, Inc.CRD 2903101
About Joel David McNatt
Joel David McNatt is listed as Chief Wealth Solutions Officer at Assetmark, Inc. in Concord, CA. Form ADV reports a beneficial ownership band of Under 5%. Joel David McNatt is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of Assetmark, Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Joel David McNatt work?
Joel David McNatt is listed as Chief Wealth Solutions Officer at Assetmark, Inc. on SEC Form ADV.
How much of Assetmark, Inc. does Joel David McNatt own?
Form ADV reports a beneficial ownership band of Under 5%.
Assetmark, Inc.
| Title | Chief Wealth Solutions Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2021 |
Atria Investments, Inc.
| Title | Evp |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |