Adam Cole Aronson
Investment adviser representative at Assetmark, Inc.
13 yearsExperience
1 stateRegistered in
$91.8BFirm assets
27 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
13 years in the industry.
- Assetmark, Inc.Jan 2026 to now
- Assetmark Brokerage, LLCDec 2025 to now
- Assetmark Financial Holdings, IncDec 2025 to now
- Ars FinancialMay 2024 to Nov 2025
- Capital Wealth Planning, LLCMay 2022 to Apr 2024
- UnemployedAug 2021 to May 2022
- Capstone Insurance GroupMay 2021 to Aug 2021
- UnemployedMay 2020 to May 2021
- Commonwealth National Golf ClubSep 2018 to May 2020
- Full-time EducationMay 2013 to Sep 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Assetmark, Inc.
$91.8BAssets managed
456,452Clients
217Advisers
27 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
- 7754476
- Firm CRD
- 109018