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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: VADIM WEALTH MANAGEMENT, LLC CRD Number: 165415OtherThanAnnual Amendment
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How to fill out form adv part 2a

01
Obtain a blank Form ADV Part 2A.
02
Fill in the firm's name, address, and contact information.
03
Provide information about the firm's ownership and control.
04
Disclose any legal or disciplinary events involving the firm or its employees.
05
Describe the firm's investment advisory services and fee structure.
06
Include information about the firm's disciplinary history, conflicts of interest, and other relevant details.
07
Review the completed form for accuracy and completeness.
08
Sign and date the form.

Who needs form adv part 2a?

01
Investment advisory firms registered with the Securities and Exchange Commission (SEC) are required to fill out Form ADV Part 2A.
02
This form is used to provide clients and potential clients with important information about the advisory firm's business practices, conflicts of interest, and disciplinary history.
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Form ADV Part 2A is a disclosure document that registered investment advisors (RIAs) are required to provide to clients and prospective clients. It includes information about the advisor's business practices, conflicts of interest, fees, and disciplinary history.
Registered investment advisors (RIAs) are required to file Form ADV Part 2A with the Securities and Exchange Commission (SEC) or state securities regulators, depending on the advisor's size.
Form ADV Part 2A can be filled out electronically through the Investment Adviser Registration Depository (IARD) system. Advisors must provide accurate and up-to-date information about their firm, services, fees, and disciplinary history.
The purpose of Form ADV Part 2A is to provide clients and prospective clients with important information about an investment advisor's business practices, conflicts of interest, fees, and disciplinary history. This helps clients make informed decisions about hiring an advisor.
Form ADV Part 2A requires investment advisors to report information about their firm's services, fees, disciplinary history, conflicts of interest, and business practices. Advisors must also disclose any affiliations or relationships that might create conflicts of interest.
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