Robert Owen Nelson
Investment adviser representative at Wealth Asset Managers
34 yearsExperience
2 statesRegistered in
$321.9MFirm assets
34 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
34 years in the industry.
- Nelson Securities,inc.Jun 1992 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1993
State registrations
Registered as an investment adviser representative in 2 states (CA, WA).
Wealth Asset Managers
Legal name: Nelson Securities,inc.
$321.9MAssets managed
2,003Clients
9Advisers
34 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2245236
- Firm CRD
- 14377