← 栏目首页 | 数据源：SEC Form ADV Part 1（FOIA 全量数据包）· 该机构最新一次申报（07/25/2024）
TRUE PRIVATE WEALTH ADVISORS, LLC · 所有者与执行高管（CRD 164947）
机构事实页：TRUE PRIVATE WEALTH ADVISORS, LLC 事实页 → | 官方原文：IAPD firm-summary/164947
Schedule A · 直接所有者（12 条）
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| DAVIS, MICHAEL, BRETT | 个人 | CHIEF EXECUTIVE OFFICER (CEO) | 是 | NA |
| GESCHER, TODD, ANTHONY | 个人 | CHIEF INVESTMENT OFFICER (CIO) | 是 | NA |
| HERBER, JASON, DAVID | 个人 | CHIEF FINANCIAL OFFICER (CFO) | 是 | NA |
| ALTMAN, STEPHEN, ROBERT | 个人 | CHIEF COMPLIANCE OFFICER (CCO), MANAGING MEMBER | 是 | NA |
| LAUGHLIN, MADISON, ELIZABETH | 个人 | CHIEF ADMINISTRATIVE OFFICER (CAO) | 是 | NA |
| M BRETT DAVIS INC. | 境内实体 | MEMBER | 是 | B |
| STEPHEN R. ALTMAN, INC. | 境内实体 | MEMBER | 是 | B |
| TODD A. GESCHER, INC | 境内实体 | MEMBER | 是 | B |
| JASON D. HERBER, INC. | 境内实体 | MEMBER | 是 | B |
| STEVE BINNS GROUP, LLC | 境内实体 | NON-VOTING MEMBER | — | NA |
| TC PATERSON INC. | 境内实体 | NON-VOTING MEMBER | — | NA |
| MIKE LONG GROUP, LLC | 境内实体 | NON-VOTING MEMBER | — | NA |
Schedule B · 执行高管（7 条）
| 名称 | 职务 | 控制人 |
|---|---|---|
| DAVIS, MICHAEL, BRETT | MEMBER | 是 |
| ALTMAN, STEPHEN, ROBERT | MEMBER | 是 |
| HERBER, JASON, DAVID | MEMBER | 是 |
| GESCHER, TODD, ANTHONY | MEMBER | 是 |
| BINNS, STEVEN, CHESTER | MEMBER | 是 |
| PATERSON, THOMAS, CHARLES | OWNER | 是 |
| LONG, MICHAEL, WARREN | MEMBER | 是 |
口径：Form ADV 为投资顾问向 SEC/IARD 的申报，所有者与高管为机构自报；本库取该机构在数据区间内的最新一次申报快照（官方数据包截至 2024-12-31），此后的人事变化不在本页反映。持股方式为 ADV 原始代码。
