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Nathan Reed Wallace

TEN ASSET MANAGEMENT, INC.·OJAI, California
Series 6513 years registeredTEN ASSET MANAGEMENT, INC.
407C BRYANT CIRCLE, OJAI, CA 93023-4209CRD# 5646552Firm CRD# 134021

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Nathan Reed Wallace · OJAI, CA
Registration
CRD #5646552 · TEN ASSET MANAGEMENT, INC. · 13 years registered
Brand Profile
Not yet started
01

Career History

GREYFOX INVESTORS LLC
Dec 2024 – present
GREYFOX INVESTORS LLC
Sep 2024 – Nov 2025
OJAI, CA
GREYFOX INVESTORS LLC
Feb 2023 – Jun 2023
VENTURA, CA
SAVVY
Jul 2022 – Sep 2024
Ojai, CA
GREYFOX INVESTORS LLC
Sep 2013 – Dec 2022
OJAI, CA
TEN ASSET MANAGEMENT, INC.
Oct 2012 – Aug 2013
OJAI, CA
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · October 11, 2012
Years registered · 13
03

Disclosure History

2024Employment Separation After Allegations

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
TEN ASSET MANAGEMENT, INC.
CRD 134021 · SEC 801-63945
AUM
$30M
Regulatory assets under management
Employees
4
8 client accounts
Services offered by TEN ASSET MANAGEMENT, INC.
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at TEN ASSET MANAGEMENT, INC. →
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05

Frequently Asked Questions

What services does Nathan Reed Wallace offer?
Nathan Reed Wallace specializes in Investment Management, Wealth Management. Contact their office in OJAI, California for a consultation.
What are Nathan Reed Wallace's credentials?
Nathan Reed Wallace is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nathan Reed Wallace located?
Nathan Reed Wallace is based in OJAI, California, working with TEN ASSET MANAGEMENT, INC.. Their office serves clients in the OJAI metropolitan area and surrounding communities.
How does Nathan Reed Wallace charge for services?
Nathan Reed Wallace's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TEN ASSET MANAGEMENT, INC.?
TEN ASSET MANAGEMENT, INC. has approximately 4 employees and manages $30M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TEN ASSET MANAGEMENT, INC.

Ronald Joe Auer
OJAI, CA
Robert Russel Zimmer
OJAI, CA
Dale Herman Stevens
OJAI, CA
Jeffrey Kirkland Kerrigan
OJAI, CA

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