Kim S Pegula
Managing MemberBison Wealth, LLCCRD 6169670
About Kim S Pegula
Kim S Pegula is listed as Managing Member at Bison Wealth, LLC in Atlanta, GA. Form ADV reports a beneficial ownership band of 50-75%. Kim S Pegula is associated with 6 registered advisers.
Reported ownership
Owns 50-75% of Bison Wealth, LLC
Ownership band reported on Form ADV Schedule B
Frequently asked questions
Where does Kim S Pegula work?
Kim S Pegula is listed as Managing Member at Bison Wealth, LLC on SEC Form ADV.
How much of Bison Wealth, LLC does Kim S Pegula own?
Form ADV reports a beneficial ownership band of 50-75%.
Bison Wealth, LLC
| Title | Managing Member |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2010 |
Liquid Strategies, LLC
| Title | Member |
| Ownership | 50-75% |
| Control person | No |
| Since | 2021 |
Rainier Investment Management LLC
| Title | Owner |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2018 |
Manning & Napier Advisors, LLC
| Title | Owner |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2018 |