Katelynn Wiley (CRD# 7433868) is an Investment Advisor Representative working at Abacus Wealth Partners in Petaluma, CA and has 1 year 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 |
|---|---|---|---|
| Abacus Wealth Partners | Sebastopol, CA | Feb 2023 - Current | 1 |
| David C. Walther | Novato, CA | Sep 2021 - Jan 2023 | 1 |
| Katelynn Wiley | Sebastopol, CA | Sep 2018 - Sep 2021 | 3 |
| Potluck Consulting | Santa Rosa, CA | Jul 2020 - Jun 2021 | < 1 |
| The Shuckery | Petaluma, CA | Nov 2019 - Mar 2020 | < 1 |
| Rebuilding Together Petaluma | Petaluma, CA | Mar 2018 - Feb 2019 | < 1 |
| Friends Of The Petaluma River | Petaluma, CA | Apr 2016 - Feb 2018 | 1 |
| Luma Restaurant | Petaluma, CA | Aug 2016 - Jan 2018 | 1 |
| Della Fattoria | Petaluma, CA | Oct 2013 - Aug 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2023 |
- CA
-
Total Assets Under Management3,137MILLIONS
-
Total Number of Accounts5,804ACCOUNTS
-
Average Account Value$540,500
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, LA, MA, MD, ME, MI, MN, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI
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