LR
Laurent M. Roux
GALLATIN WEALTH MANAGEMENT LLC
WILSON, WY 83014
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CRD#: 4963896
LR
Professional summary
Laurent Marc Roux is a registered financial advisor currently at GALLATIN WEALTH MANAGEMENT LLC located in Wilson, Wyoming.
Laurent is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Laurent has worked at 1 firm .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Mr. Roux is a member of a limited liability company that serves as General Partner to the Asia Emerging Manager Fund, a private equity fund that invests in Asian alternative asset managers ("the Fund"). Although neither Gallatin Wealth Management, LLC nor Mr. Roux act as investment manager to the Fund, Mr. Roux does serve on the advisory board of the General Partner. No client of Gallatin Wealth Management, LLC is referred to or otherwise solicited to invest in the Fund. Mr. Roux is also the sole owner of Gallatin Advisors, LLC, which owns a minority stake in Willow Street Group, LLC. Willow Street Group, LLC is the sole owner of Willow Street Trust Company, LLC (hereinafter "Willow Street Trust Company"), a Wyoming trust company. Mr. Roux serves on the board of directors of Willow Street Trust Company. Mr. Roux spends approximately 20% of his professional time with these other business activities.
CRS (Client Relationship Summary) - RIA
Click below to view Laurent Marc Roux's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
July 26, 2017 - Present
GALLATIN WEALTH MANAGEMENT LLC
Office #1: 3415 N. Pines Way Suite 101, Wilson, WY 83014RIA
CRD#: 165344
WILSON, WY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Wyoming(7/26/2017)
Exams
Current Firm
GW
GALLATIN WEALTH MANAGEMENT LLC
GALLATIN WEALTH MANAGEMENT LLC
CRD#: 165344 / SEC#: 801-77457
RIA
Registered Investment Advisory firm - (7/27/2017 Terminated)Wyoming
Registered Investment Advisory firm - (7/25/2017 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3415 N. Pines Way Suite 101, Wilson, WY 83014
Mailing Address
P.o. Box 2680, Jackson, WY 83001
Phone number
(307) 200-4343
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 26 |
| AUM (Assets Under Management) | $ 59,655,519 |
Red Flags
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