Michael David Miller
Chief Executive Officer / Co-Trustee Of The Michael Miller Irrevocable Trust Of 2025Wellesley Asset Management, Inc.CRD 5058472
About Michael David Miller
Michael David Miller is listed as Chief Executive Officer / Co-Trustee Of The Michael Miller Irrevocable Trust Of 2025 at Wellesley Asset Management, Inc. in Portsmouth, NH. Form ADV reports a beneficial ownership band of Under 5%. Michael David Miller is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of Wellesley Asset Management, Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Michael David Miller work?
Michael David Miller is listed as Chief Executive Officer / Co-Trustee Of The Michael Miller Irrevocable Trust Of 2025 at Wellesley Asset Management, Inc. on SEC Form ADV.
How much of Wellesley Asset Management, Inc. does Michael David Miller own?
Form ADV reports a beneficial ownership band of Under 5%.
Wellesley Asset Management, Inc.
| Title | Chief Executive Officer / Co-Trustee Of The Michael Miller Irrevocable Trust Of 2025 |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2019 |
Halbert Wealth Management, Inc.
| Title | President |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |