Wesley B. Ratelle

VERITY ASSET MANAGEMENT

CITRUS HEIGHTS, CA 95610-7710

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CRD#: 7883276

Professional summary

Wesley Byron Ratelle, who also goes by Gary Alan Church, Wes Ratelle, is a registered financial advisor currently at VERITY ASSET MANAGEMENT located in Citrus Heights, California.

Wesley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Wesley has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Gary Alan Church | Wes Ratelle

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.

1. Teacher's Pension and Insurance Services, Inc.; Not investment-related; Oakdale, CA; Insurance agency; Agent; Insurance agent; 04/2022; 80 hours per month; 40 during market hours; Sell insurance and annuity products. 2. Retirement Consulting for Educators DBA RC Educators; Not investment-related; Citrus Heights, CA; Financial consulting; Sole proprietor; 07/2017; 100 hours per month; 40 during market hours; Education, consulting, and retirement planning.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Wesley Byron Ratelle's CRS (Customer Relationship Summary).

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

March 5, 2024 - Present

VERITY ASSET MANAGEMENT

Office #1: 7921 Kingswood Dr Ste A1, Citrus Heights, CA 95610-7710

RIA

CRD#: 158667

CITRUS HEIGHTS, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

VERITY ASSET MANAGEMENT

ENCOMPASS MORE | VERITY ASSET MANAGEMENT, INC. | VERITY ASSET MANAGEMENT

CRD#: 158667 / SEC#: 801-66730

RIA

Registered Investment Advisory firm - (5/26/2006 Approved)

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

California
(3/5/2024)

IAR

Texas
(5/10/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/29/2024

Uniform Investment Adviser Law Examination

Current Firm

VERITY ASSET MANAGEMENT

ENCOMPASS MORE | VERITY ASSET MANAGEMENT, INC. | VERITY ASSET MANAGEMENT

CRD#: 158667 / SEC#: 801-66730

RIA

Registered Investment Advisory firm - (5/26/2006 Approved)

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Contact information

Main Address

280 S Mangum St Ste 550, Durham, NC 27701-3676

Mailing Address

Phone number

(919) 490-6717

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (35 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (8/29/2025)

Regulatory assets under management

Total Number of Accounts	7,199
AUM (Assets Under Management)	$ 1,041,329,944

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.

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Wesley B. Ratelle

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Wesley Byron Ratelle's CRS (Customer Relationship Summary).

Certified licenses

Experience

VERITY ASSET MANAGEMENT

Primary Firm SEC Registration

VERITY ASSET MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 1/29/2024

Current Firm

VERITY ASSET MANAGEMENT

Contact information

SEC notice filing (35 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

VERITY ASSET MANAGEMENT

TRUST BUT VERIFY

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