Investment adviser · CRD 166661

PROTECTUS WEALTH, LTD.

Investment adviser filing (IA)

BRADLEY STOKE, BRISTOL, United Kingdom · Form ADV filed Feb 24, 2014

Regulatory AUM
$750K
Form ADV · Item 5.F
Client accounts
14
Accounts, not individual clients
Employees
1
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Feb 24, 2014. View historical filings

Reported services

Individual portfolio management

Compensation

Percentage of assets · Performance-based

Principal office

ORDMAN HOUSE, 31 ARDEN CLOSE
BRADLEY STOKE, BRISTOL, B532 8AX, United Kingdom

CRD 166661

Filing source

Form ADV 779389 · Feb 24, 2014 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.