Ashley Kate Bourland
Investment adviser representative at 49 Financial
11 yearsExperience
1 stateRegistered in
$1.4BFirm assets
4 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 assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- 49 FinancialJan 2024 to now
- Financial Independence GroupJan 2024 to now
- 49 Wealth ManagementMay 2023 to now
- Oakwood Capital Securities, Inc.Jul 2024 to Dec 2024
- Pks InvestmentsMay 2023 to Jul 2024
- Crest InsuranceSep 2022 to May 2023
- Zipps Sports GrillMar 2022 to Aug 2022
- Seis KitchenAug 2021 to Dec 2021
- Nosh CafeMar 2021 to Jul 2021
- NannyJan 2013 to Feb 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
49 Financial
Legal name: 49 Wealth Management, LLC
$1.4BAssets managed
3,839Clients
141Advisers
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
- 7734651
- Firm CRD
- 319484