Aaron Walles
Investment adviser representative at Schwab Wealth Advisory, Inc.
10 yearsExperience
2 statesRegistered in
$0Firm assets
14 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.
Other
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Schwab Wealth Advisory, Inc.May 2026 to now
- Charles Schwab & Co., Inc.May 2025 to now
- Charles Schwab Bank, SsbMay 2025 to May 2026
- Fidelity Brokerage ServicesJan 2020 to May 2025
- M-tech Security SolutionsSep 2018 to Jan 2020
- Bicycle VillageFeb 2017 to Sep 2018
- The Sunglass HutOct 2016 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Schwab Wealth Advisory, Inc.
$0Assets managed
0Clients
1,680Advisers
14 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
- 7219539
- Firm CRD
- 159035