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Laurent Marc Roux

GALLATIN WEALTH MANAGEMENT LLC·WILSON, Wyoming
Clean record9 years registeredGALLATIN WEALTH MANAGEMENT LLC
3415 N. PINES WAY, WILSON, WY 83014CRD# 4963896Firm CRD# 165344

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Laurent Marc Roux · WILSON, WY
Registration
CRD #4963896 · GALLATIN WEALTH MANAGEMENT LLC · 9 years registered
Brand Profile
Not yet started
01

Career History

Jul 2017present
02

Registrations & Exams

Registration record
First registered · July 26, 2017
Years registered · 9
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
GALLATIN WEALTH MANAGEMENT LLC
CRD 165344 · SEC 801-77457
AUM
$16M
Regulatory assets under management
Employees
1
14 client accounts
Services offered by GALLATIN WEALTH MANAGEMENT LLC
Per Form ADV
Portfolio management (individuals)
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
Introduction

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05

Frequently Asked Questions

What services does Laurent Marc Roux offer?
Laurent Marc Roux specializes in Investment Management. Contact their office in WILSON, Wyoming for a consultation.
What are Laurent Marc Roux's credentials?
Laurent Marc Roux is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Laurent Marc Roux located?
Laurent Marc Roux is based in WILSON, Wyoming, working with GALLATIN WEALTH MANAGEMENT LLC. Their office serves clients in the WILSON metropolitan area and surrounding communities.
How does Laurent Marc Roux charge for services?
Laurent Marc Roux's firm is compensated through percentage of aum, subscription fees, other: % assets under consultation. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GALLATIN WEALTH MANAGEMENT LLC?
GALLATIN WEALTH MANAGEMENT LLC has approximately 1 employees and manages $16M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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