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WA

Wesley A. Aikens

SUNGLOW WEALTH ADVISORY
Snellville, GA 30078
Some features on this profile are disabled
CRD#: 7118731
WA

Professional summary

Wesley Allen Aikens is a registered financial advisor currently at SUNGLOW WEALTH ADVISORY LLC located in Snellville, Georgia.

Wesley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Wesley has worked at 1 firm and has passed the Series 65 exam.

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Wesley Allen Aikens'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®
None

Experience

Current

June 21, 2019 - Present

SUNGLOW WEALTH ADVISORY LLC

Office #1: 2417 Lenora Church Rd, Snellville, GA 30078
RIA
CRD#: 304101
Snellville, GA

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
Georgia
(6/21/2019)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/22/2019
Uniform Investment Adviser Law Examination

Current Firm

SW
SUNGLOW WEALTH ADVISORY LLC
SUNGLOW WEALTH ADVISORY LLC

CRD#: 304101 / SEC#:

Georgia
Registered Investment Advisory firm - (6/21/2019 Approved)
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Contact information

Main Address
2417 Lenora Church Rd, Snellville, GA 30078
Mailing Address
Phone number
(770) 696-5937
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts150
AUM (Assets Under Management)$ 61,517,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

SUNGLOW WEALTH ADVISORY LLC

CRD#: 304101Snellville, GA 30078

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