FW
Frederick William Gearhart
CRD 3147196
Has disclosures
Firms
| Firm | Role | As of |
|---|---|---|
| Plp Advisors, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Luminist Capital, Llc
Member · 25% – 50% · Nov 2024
-
Wealthspan Investment Management, Llc
Trustee/Owner/Member · 75% or more · Aug 2024
-
Plp Advisors, Llc
Member/Trustee Of The Gearhart 2009 Irrevocable Trust · Less than 5% · Feb 2015
-
Plp Advisors, Llc
Trustee/Indirect Owner · GP / trustee / elected manager · Feb 2015
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗