Joshua Lewis

Gestor de Cartera-Acciones en V Wealth Advisors LLC .

Finance

Consumer Services

Cargos activos de Joshua Lewis

Empresas	Cargo	Inicio	Fin
V Wealth Advisors LLC V Wealth Advisors LLC Investment ManagersFinance V Wealth Advisors LLC (V Wealth) is a SEC-registered investment adviser headquartered in Overland Park, Kansas. The firm was founded by Thomas Blumer and Brett Lange in 2009 as V Wealth Management LLC and changed its legal name to V Wealth Advisors LLC in 2016. In 2023, They were acquired by WCG Wealth Advisors LLC, which is owned by The 1970 Lee Trust. V Wealth offers personalized investment management, consulting, and financial planning services to individuals, pension and profit-sharing plans, trusts, estates and charitable organizations, corporations and other business entities.	Gestor de Cartera-Acciones	01/04/2019	-

Kansas State University

Undergraduate Degree

Internacional

Estados Unidos

Operativa

Portfolio Manager-Equities	1
Undergraduate Degree	1

Sectorial

Finance	2
Consumer Services	2

Funciones ocupadas

Activas

Inactivas

Empresas cotizadas

Empresas privadas

Empresas privadas	1
V Wealth Advisors LLC V Wealth Advisors LLC Investment ManagersFinance V Wealth Advisors LLC (V Wealth) is a SEC-registered investment adviser headquartered in Overland Park, Kansas. The firm was founded by Thomas Blumer and Brett Lange in 2009 as V Wealth Management LLC and changed its legal name to V Wealth Advisors LLC in 2016. In 2023, They were acquired by WCG Wealth Advisors LLC, which is owned by The 1970 Lee Trust. V Wealth offers personalized investment management, consulting, and financial planning services to individuals, pension and profit-sharing plans, trusts, estates and charitable organizations, corporations and other business entities.	Finance

Empresas privadas

Finance