Updated:
Civvy Wealth
CIVVY WEALTH LLC is an SEC-registered investment adviser with approximately $4 million in regulatory assets under management. The firm has 1 employee and 1...
Overview
CIVVY WEALTH LLC is an SEC-registered investment adviser with approximately $4 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.
General information
Firm type
RIA
Frequently asked questions
Who are the principals or founders of Civvy Wealth?
No named individuals have been publicly linked to Civvy Wealth. The firm's Delaware registration does not list members or managers in publicly accessible records. Without a website or LinkedIn presence, the beneficial owners remain unknown.
Does Civvy Wealth manage outside capital?
The firm's assets under management or client base are not disclosed. Its registration as a limited liability company does not preclude third-party capital, but no regulatory filings (e.g., Form ADV) confirm whether it manages assets for non-related parties.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research Civvy Wealth in Altss
Explore available research and relationship coverage for this adviser in Altss.