Unclaimed Profile

Timothy Lee Ayles

NAPA WEALTH MANAGEMENT, INCORPORATED·NAPA, California

Series 65Clean record15 years registeredNAPA WEALTH MANAGEMENT, INCORPORATED

1836 SECOND STREET, NAPA, CA 94559-2328CRD# 5549384Firm CRD# 137724

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Timothy Lee Ayles · NAPA, CA

Registration

CRD #5549384 · NAPA WEALTH MANAGEMENT, INCORPORATED · 15 years registered

Brand Profile

Not yet started

Career History

THE MATHER GROUP, LLC

Nov 2025 – present

NAPA WEALTH MANAGEMENT

Jan 2011 – Dec 2025

NAPA, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · January 11, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

NAPA WEALTH MANAGEMENT, INCORPORATED

CRD 137724 · SEC 801-106825

AUM

$232M

Regulatory assets under management

Employees

222 client accounts

Services offered by NAPA WEALTH MANAGEMENT, INCORPORATED

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at NAPA WEALTH MANAGEMENT, INCORPORATED →

Introduction

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Frequently Asked Questions

What services does Timothy Lee Ayles offer?

Timothy Lee Ayles specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NAPA, California for a consultation.

What are Timothy Lee Ayles's credentials?

Timothy Lee Ayles is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Timothy Lee Ayles located?

Timothy Lee Ayles is based in NAPA, California, working with NAPA WEALTH MANAGEMENT, INCORPORATED. Their office serves clients in the NAPA metropolitan area and surrounding communities.

How does Timothy Lee Ayles charge for services?

Timothy Lee Ayles's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is NAPA WEALTH MANAGEMENT, INCORPORATED?

NAPA WEALTH MANAGEMENT, INCORPORATED has approximately 6 employees and manages $232M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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