Lauren Gail Gretchen
Chief Compliance OfficerSA Wealth Management LLCCRD 2690894
About Lauren Gail Gretchen
Lauren Gail Gretchen is listed as Chief Compliance Officer at SA Wealth Management LLC in Huntington, NY. Form ADV reports a beneficial ownership band of Under 5%. Lauren Gail Gretchen is associated with 5 registered advisers.
Reported ownership
Owns Under 5% of SA Wealth Management LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Lauren Gail Gretchen work?
Lauren Gail Gretchen is listed as Chief Compliance Officer at SA Wealth Management LLC on SEC Form ADV.
How much of SA Wealth Management LLC does Lauren Gail Gretchen own?
Form ADV reports a beneficial ownership band of Under 5%.
SA Wealth Management LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2025 |
Kristen e. Coombs LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2021 |
Proactive Wealth Strategies, LLC
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2026 |
US Infravest Managers LP
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2021 |