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Inactive

Anthony Hollerich

The Institute

Seattle, WA

Denver, CO

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Current Employers
The Institute

9878 W. Belleview Ave. #2306, Denver, CO 80123 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2025-10-10
  • WA RA
    APPROVED
    Since 2025-10-10

Branch Locations

4020 E Madison St Suite 210, Seattle, WA 98112 • United States

9878 W. Belleview Ave. #2306, Denver, CO 80123 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Unemployed Dallas TX 06/2015 08/2024
Madison Private Wealth Management Seattle WA 09/2024 Present
Institute For Wealth Management Llc Seattle WA 06/2025 Present
  • 06/2015 → 08/2024
    Unemployed
    Dallas, TX
  • 09/2024 → Present
    Madison Private Wealth Management
    Seattle, WA
  • 06/2025 → Present
    Institute For Wealth Management Llc
    Seattle, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-10
  • S65 Uniform Investment Adviser Law Examination
    2025-10-10

View on SEC IAPD

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Other Offices

KLAKNA GROUP LTD · SEATTLE, WA
EUCLIDEAN TECHNOLOGIES MANAGEMENT, LLC · SEATTLE, WA
MADISON PARK CAPITAL ADVISORS, LLC · SEATTLE, WA
ETERNAL DIGITAL FUND LTD. · SEATTLE, WA
FREESTONE CAPITAL MANAGEMENT, LLC · SEATTLE, WA
CEDAR RIVER CAPITAL, LLC · SEATTLE, WA
ROBERT A. UNDERHILL P.C. · SEATTLE, WA
SITKA PACIFIC CAPITAL MANAGEMENT, LLC · SEATTLE, WA

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