← 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（01/28/2019）
WEALTHCETERA, LLC · 所有者与执行高管（CRD 289492）
机构事实页：本库未收录该机构事实页 | 官方原文：IAPD firm-summary/289492
Schedule A · 直接所有者（10 条）
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| MACK, CONNIE | 个人 | CCO | — | NA |
| HANAK, FRANCIS, CHAD | 个人 | OWNING MEMBER | — | NA |
| INTUITIVE MACHINES, LLC | 境内实体 | OWNING MEMBER | — | B |
| THERIOT CREATIVE, LLC | 境内实体 | OWNING MEMBER | — | B |
| BUSINESS INTEGRA INC. | 境内实体 | OWNING MEMBER | — | B |
| SPEARMAN ENERGY, INC | 境内实体 | OWNING MEMBER | — | NA |
| THOMAS MACKENZIE & ROBERTS LP | 境内实体 | OWNING MEMBER | 是 | C |
| MORASES, FELIPE | 个人 | OWNING MEMBER | — | NA |
| JULIA, CONRADO | 个人 | OWNING MEMBER | — | NA |
| KSBJ OIL &GAS | 境内实体 | OWNING MEMBER | — | A |
Schedule B · 执行高管（10 条）
| 名称 | 职务 | 控制人 |
|---|---|---|
| THERIOT, ERIC, MICHAEL | MEMBER AND DIRECTOR | 是 |
| Ramadoss, Prathiba | PRESIDENT/CEO | 是 |
| Jayaraman, Selvaraj | COO | 是 |
| MONTGOMERY, RONNIE, HOWARD | PRESIDENT | 是 |
| MONTGOMERY, JENNIFER, PREJEAN | VICE PRESIDENT | 是 |
| LEE, GARY, WAYNE | PRESIDENT | 是 |
| ALTIMUS, STEPHEN, JOSEPH | PRESIDENT/CEO | 是 |
| GHAFFARIAN, KAMAL, SEYED | CHAIRMAN | 是 |
| ROBERTS, LANCE, ERIC | LIMITED PARTNER | 是 |
| RAVENHAWK PARTNERS LLC | GENERAL PARTNER | — |
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。
