Wesley Robert Pingelton
Investment adviser representative at Northill Aims, LLC
14 yearsExperience
1 stateRegistered in
CFP® certification, CFADesignations
$249.5MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
14 years in the industry.
- Northill Aims, LLCDec 2025 to now
- Fullcircle Wealth LLCNov 2012 to now
- Triad Advisors, Inc.Mar 2013 to Mar 2024
Designations
- CFP® certification
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (TX).
Northill Aims, LLC
$249.5MAssets managed
120Clients
2Advisers
Under 1 yearIn 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
- 4662758
- Firm CRD
- 339338