SRC Wealth Advisors

SRC Wealth Advisors LLC is an SEC-registered investment adviser with $44 million in regulatory assets under management. The firm has 1 employee and 1...

SRC Wealth Advisors

SRC Wealth Advisors LLC is an SEC-registered investment adviser with $44 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single office.

linkedin.com/company/prashanth-chintanapalli-965187ba

General information

Firm type

RIA

What is SRC Wealth Advisors' regulatory status?

SRC Wealth Advisors LLC is registered with the SEC as an RIA, per public filings. No further details on compliance actions or registration history are publicly available.

Does SRC Wealth Advisors make direct investments?

There is no public evidence of direct investments or fund commitments by SRC Wealth Advisors. The firm's investment approach is not documented in any known source, including SEC filings or news reports.

Who owns SRC Wealth Advisors?

Ownership of SRC Wealth Advisors is not disclosed in public records. The firm's principals and their backgrounds remain unidentified.

Where is SRC Wealth Advisors headquartered?

The firm's headquarters city and state are not publicly listed. No address or office locations are available in SEC filings or other databases.

Is SRC Wealth Advisors a family office?

The firm is registered as an RIA, which can serve multiple clients. Its classification as a single or multi-family office cannot be confirmed without additional disclosure.

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