Wesley Aikens is a registered investment advisor at Sunglow Wealth Advisory LLC, based in Snellville, GA, with 6 years of industry experience. Wesley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 62 clients with $62M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable and can differ from client to client. Minimum annual fee of $3,500 for related accounts.
Fee Estimator
Location
2417 Lenora Church Rd, Snellville, GA, 30078
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Wesley owns and manages The Aikens Firm, an accounting firm providing accounting, tax services, and business/individual advisement since 1980. Wesley spends about half of his time on this business, which is investment-related due to investment discussions as part of CPA advisement services.
Employment History
Current Registrations
Sunglow Wealth Advisory LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.