Timothy Lee Ayles

Employer firm

The Mather Group, LLC CRD 156005

$13.4B regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2008 → Present
  Napa Wealth Management, Incorporated
  Napa, CA
• 11/2001 → Present
  Timothy L. Ayles
  Pleasant Hill, CA
• 12/2003 → 12/2019
  Nwm Fund Group, Llc
  Napa, CA
• 11/2025 → Present
  The Mather Group, Llc
  Napa, CA

Previous Registrations

• 2011-01-11 → 2025-12-08
  Napa Wealth Management
  Napa, CA
  Loomis, CA

Other Businesses

(1) SITKA TRUCKING, INC.; NON-INVESTMENT RELATED; MR. AYLES SPENDS APPROX. 5% OF HIS TIME AND ZERO DURING MARKET HOURS. FEDEX INDEPENDENT CONTRACTOR; START DATE 11/2001 THE APPROX. NUMBER OF HOURS/MONTH YOU DEVOTE TO THE OTHER BUSINESS: 5 HRS/MO THE NUMBER OF HOURS YOU DEVOTE TO THE OTHER BUSINESS DURING SECURITIES TRADING HOURS: 0; (2) SEEKING ALPHA.COM; INVESTMENT RELATED; WRITING ARTICLES FOR WEBSITE; APPROX. 1% OF HIS TIME; (3) LICENSED MORTGAGE BROKER: NOT MARKETING OR HOLDING HIMSELF OUT AS A MORTGAGE BROKER

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-12-08