Steven Wayne Tolleson
Managing PrincipalWealth Intelligently Navigated, LLCCRD 6276568
About Steven Wayne Tolleson
Steven Wayne Tolleson is listed as Managing Principal at Wealth Intelligently Navigated, LLC in Spartanburg, SC. Form ADV reports a beneficial ownership band of 50-75%.
Reported ownership
Owns 50-75% of Wealth Intelligently Navigated, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Steven Wayne Tolleson work?
Steven Wayne Tolleson is listed as Managing Principal at Wealth Intelligently Navigated, LLC on SEC Form ADV.
How much of Wealth Intelligently Navigated, LLC does Steven Wayne Tolleson own?
Form ADV reports a beneficial ownership band of 50-75%.
Wealth Intelligently Navigated, LLC
| Title | Managing Principal |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2026 |