Aaron Wilhelm (CRD# 6608439) is an Investment Advisor Representative working at Reigate Investors LLC in Santa Monica, CA and has over 6 years of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Reigate Investors LLC | Santa Monica, CA | Aug 2017 - Current | 6 |
| Unemployed | Towson, MD | Jun 2016 - Jun 2017 | 1 |
| Lg Capital Management | Owings Mills, MD | Aug 2013 - May 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2017 |
- CA
-
Total Assets Under Management18MILLIONS
-
Total Number of Accounts11ACCOUNTS
-
Average Account Value$1,673,762
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
CA
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