Namcoa

Firm record

As recorded in SEC IAPD

Firm CRD

133978

SEC number

801-66945

Firm type

RIA

Assets under management

$404.3M as of Jun 3, 2026

Website

www.infinitewealthadvisors.com ↗

Phone

(239) 593-5525

Address

107 Kilson Drive, Mooresville, NC, 28117

Advisors at this firm

10 in our index · page 1 of 1

• Tyler B AshleyCRD 7915593 · Mooresville, NC
  IA Registered
• Doak Rauh BeltCRD 2975913 · San Diego, CA
  IA RegisteredRegistration inactive
• Michael CornellCRD 7556340 · Mooresville, NC
  IA Registered
• Chip DettyCRD 7532247 · Hillard, OH
  IA RegisteredRegistration inactive
• Michael Paul FuscoCRD 6801036 · Mooresville, NC
  IA Registered
• Christopher William HabedankCRD 6135571 · Mooresville, NC
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Susan Robin Riser WhitlockCRD 5287262 · Mooresville, NC
  IA Registered
  Disclosure event(s) on record
• Bryan Evan SmithCRD 2324786 · Fort Myers, FL
  IA Registered
• Kevin Edward SullivanCRD 1250829 · Statesville, NC
  IA Registered
  Disclosure event(s) on record
• Adam Vernon WaszkowskiCRD 2413572 · Estero, FL
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.