← 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（07/22/2024）
REICON WEALTH ADVISORS, LLC · 所有者与执行高管（CRD 315043）
机构事实页：REICON WEALTH ADVISORS, LLC 事实页 → | 官方原文：IAPD firm-summary/315043
Schedule A · 直接所有者（6 条）
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| FUNSTON, REID, THOMAS | 个人 | CHIEF COMPLIANCE OFFICER | 是 | NA |
| DAVIES, THEODORE, JOSEPH | 个人 | MANAGING PARTNER | 是 | NA |
| WARAMAUG VENTURES, LLC | 境内实体 | MANAGING MEMBER | 是 | C |
| TJD VENTURES, LLC | 境内实体 | MANAGING MEMBER | 是 | C |
| MATHIESON VENTURES, LLC | 境内实体 | MANAGING MEMBER | 是 | C |
| DOUGLASS, STEPHANIE, BUSUTTIL | 个人 | MANAGING DIRECTOR | 是 | NA |
Schedule B · 执行高管（16 条）
| 名称 | 职务 | 控制人 |
|---|---|---|
| FUNSTON, REID, THOMAS | TRUSTEE | 是 |
| FUNSTON FAMILY IRREVOCABLE TRUST | TRUSTEE | 是 |
| DAVIES, THEODORE, JOSEPH | TRUSTEE | 是 |
| BMAA SPECIAL ASSET TRUST | TRUSTEE | 是 |
| DAVIES FAMILY SURVIVORSHIP TRUST | TRUSTEE | 是 |
| MCCLAIN, LORRAINE, OSCHER | TRUSTEE | 是 |
| MCCLAIN, FORREST, GARVIN | TRUSTEE | 是 |
| FUNSTON, REID, THOMAS | MEMBER | 是 |
| FUNSTON, WILLIAM, HENRY | MEMBER | 是 |
| FUNSTON, GRACE, CATHERINE | MEMBER | 是 |
| FUNSTON, SIDNEY, ROSE | MEMBER | 是 |
| DAVIES, DANIELLE, MISTELE | MEMBER | 是 |
| DAVIES, BRENDAN, MITCHELL | MEMBER | 是 |
| DAVIES, MICHAEL, JOSEPH | MEMBER | 是 |
| DAVIES, AIDAN, DORRANCE | MEMBER | 是 |
| DAVIES, AUDREY, MICHELLE | 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。
