Timothy Ayles (CRD# 5549384) is an Investment Advisor Representative working at Napa Wealth Management in Napa, CA and has over 14 years of experience in the finance industry.
CRD# 2626420
Alpha Blue Capital
CRD# 6424586
Global Retirement Partners LLC
CRD# 4105009
Lowery Thomas, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Napa Wealth Management, Incorporated | Napa, CA | Apr 2008 - Current | 16 |
| Timothy L. Ayles | Pleasant Hill, CA | Nov 2001 - Current | 22 |
| Nwm Fund Group, LLC | Napa, CA | Dec 2003 - Dec 2019 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2009 |
- CA
- TX
-
Total Assets Under Management232MILLIONS
-
Total Number of Accounts222ACCOUNTS
-
Average Account Value$1,045,677
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
- Other
CA, TX, WA
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