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Wesley Glenn Knowlton

Charles Schwab & CO., Inc.

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About Wesley Glenn Knowlton

Wesley Knowlton is a registered representative with Charles Schwab & CO., Inc., and has been in the industry since 2025. Wesley is registered to provide investment advice in Texas. Wesley's primary office location is in Westlake, Texas. Wesley has a Series 66 license, which permits Wesley to offer investment advice and sell securities. Wesley also holds a Series 63 license, which allows Wesley to conduct securities business in the state of Texas. Wesley is a graduate of Arizona State University. Wesley is also the owner of NM Tiny Homes LLC, which provides rental services.

Firm Information

Wesley Knowlton is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

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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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

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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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Wesley Knowlton’s Registration & Firm History

TX

01/16/2025 - Present

Charles Schwab & CO., Inc. (Westlake TX)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Wesley Glenn Knowlton.
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