Unclaimed Profile

Diana Priscilla Wehrly

GE RATTE ASSET MANAGEMENT LLC·HONOLULU, Hawaii

Series 7Clean record11 years registeredGE RATTE ASSET MANAGEMENT LLC

1001 BISHOP ST, HONOLULU, HI 96813CRD# 1455490Firm CRD# 167162

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Diana Priscilla Wehrly · HONOLULU, HI

Registration

CRD #1455490 · GE RATTE ASSET MANAGEMENT LLC · 11 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: GE RATTE ASSET MANAGEMENT LLC

GE RATTÉ ASSET MANAGEMENT LLC

Jun 2015 – Dec 2019

HONOLULU, HI

Registrations & Exams

FINRA examinations passed

Series 7

Registration record

First registered · June 2, 2015

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GE RATTE ASSET MANAGEMENT LLC

CRD 167162 · SEC 801-77835

AUM

$158M

Regulatory assets under management

Employees

30 client accounts

Services offered by GE RATTE ASSET MANAGEMENT LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at GE RATTE ASSET MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Diana Priscilla Wehrly offer?

Diana Priscilla Wehrly specializes in Investment Management, Wealth Management.

What are Diana Priscilla Wehrly's credentials?

Diana Priscilla Wehrly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Diana Priscilla Wehrly located?

Diana Priscilla Wehrly is based in HONOLULU, Hawaii, last registered with GE RATTE ASSET MANAGEMENT LLC.

How does Diana Priscilla Wehrly charge for services?

Diana Priscilla Wehrly's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GE RATTE ASSET MANAGEMENT LLC?

GE RATTE ASSET MANAGEMENT LLC has approximately 3 employees and manages $158M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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