| Owner | Title | From | %Ownership |
|---|---|---|---|
| Madey, Ronald, Eliot | Chief Investment Officer | 04/2018 | < 5% |
| DuBrueler, Justin | Chief Financial Officer | 04/2018 | < 5% |
| Regan, Matthew, Thomas | President | 08/2018 | < 5% |
| Krause, James, Joseph | Chief Compliance Officer | 04/2021 | < 5% |
| Wealthcare Parent Holdings LLC | Member | 01/2022 | > 75% |
| Financeware LLC | Member | 01/2022 | 50-75% |
| VMS Intermediate Inc. | Member | 01/2022 | 25-50% |
| Financeware Holdings LLC F/k/a Wealthcare Holdings LLC | Manager and Sole Member | 04/2018 | > 75% |
