Aaron Wiegman
Investment adviser representative at Savvy
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- SavvyJan 2024 to now
- Financial Sense Advisors, IncMay 2019 to Jan 2024
- Financial Sense Securities, Inc.May 2019 to Jan 2024
- Financial Sense Wealth ManagementMay 2019 to Jan 2024
- Saybrus Equity Services, Inc.Jun 2013 to Mar 2019
- Saybrus PartnersJun 2013 to Mar 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (CA).
Savvy
Legal name: Savvy Advisors, Inc.
$5BAssets managed
4,613Clients
209Advisers
4 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
- 3277597
- Firm CRD
- 318493