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Aaron Robert Hatch

Woven Capital, LLC

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About Aaron Robert Hatch

Aaron Hatch is a financial advisor who has been working in the industry since 2006. Aaron currently works for Woven Capital, LLC based in Redding, California. Previously, Aaron worked for LPL FINANCIAL LLC and Ameriprise Financial Services, Inc. He specializes in providing financial planning, portfolio management for individuals, and selection of other advisors. Aaron is registered to provide investment advisory services in California and Oregon.

Firm Information

Aaron Hatch is currently registered with Woven Capital, LLC. Woven Capital, LLC is an investment advisor that offers financial planning and portfolio management services to individuals and high-net-worth individuals. The firm manages approximately $16.7 million in assets for 86 clients.

$16.65M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Aaron Hatch’s Registration & Firm History

CA

01/17/2020 - Present

Woven Capital, LLC (REDDING CA)

CA

05/05/2011 - 10/13/2014

LPL FINANCIAL LLC (REDDING CA)

CT

02/09/2006 - 03/29/2006

AMERIPRISE FINANCIAL SERVICES, INC. (WOODBRIDGE CT)

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Licenses & Designations

BOTH

Issued 06/16/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/13/2014

SIE - Securities Industry Essentials Examination

BC

Issued 05/04/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Aaron Robert Hatch.
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