Ashley
Wilken

The Rice Partnership, LLC

CRD#6951420
Investment Advisor
in San Luis Obispo, CA

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About this Advisor

Ashley Wilken is a certified financial planner who works in San Luis Obispo, California with a total of 5 years of relevant experience. Wilken works at The Rice Partnership, LLC. Their career trajectory has included roles at The Rice Partnership and Umpqua Bank. Wilken is approved to work in California and Hawaii. The Rice Partnership, LLC is a business that has its headquarters in Honolulu, HI. It has offices in three locations and a total of seven financial advisors. It oversees $499 million in assets between its 735 client accounts, making it one of the larger firms in the United States by assets under management. The firm serves seven charities and foundations. Of its 735 client accounts, 43% are held by high-net-worth investors who have more than $1 million in assets. The Rice Partnership, LLC performs a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees for financial advisory services largely depend on which services the firm provides the client. Fee types charged by The Rice Partnership, LLC most likely include asset-based and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1304 Santa Rosa Street
San Luis Obispo, CA 93401

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The Rice Partnership, LLC Brokerage Details

Total Assets Under Management

$499,178,924

CA Average: $320,518,926
Total Number of Employees

7

CA Average: 9
Total Number of Accounts

735

CA Average: 475
Average Account Size

$679,155

CA Average: $674,777

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Ashley Wilken Work History

Ashley has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

The Rice Partnership

2012 - 2018 (6 years)

Umpqua Bank

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Ashley Wilken to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at The Rice Partnership, LLC

Ashley Wilken
San Luis Obispo, CA
Sarah Bredhoff
Kahului, HI
Orest Saikevych
Honolulu, HI
Bonnie Rice
Honolulu, HI
Ryan Luna
San Luis Obispo, CA
Cathy Tajiri
Honolulu, HI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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