Ashley Obryantwood

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 09/2017 → 12/2021
  Wells Fargo Clearing Services, Llc
  Raleigh, NC
• 09/2015 → 09/2017
  Stay At Home Mom
  Raleigh, NC
• 09/2013 → 03/2024
  Beautycounter
  Raleigh, NC
• 05/2025 → Present
  Wells Fargo Clearing Services, Llc (Org Id: 19616)
  Raleigh, NC
• 03/2023 → 06/2023
  Mgo One Seven (Park City Wealth Advisors)
  Park City, UT
• 09/2021 → 02/2025
  Choice Equities Capital Management
  Raleigh, NC

Previous Registrations

• 2023-04-11 → 2023-06-21
  Oneseven
  Beachwood, OH
  Raleigh, NC
• 2017-09-29 → 2021-09-23
  Wells Fargo Clearing Services, Llc
  Raleigh, NC
  Raleigh, NC
• 2011-02-10 → 2015-10-15
  Wells Fargo Clearing Services, Llc
  Raleigh, NC

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-05-27
• S65 Uniform Investment Adviser Law Examination
  2012-04-02

Other Names

• Ashley Ihrie O Bryant
• Ashley Ihrie O'BRyant
• Ihrie O'BRyant Wood
• Ihrie Wood
• Ashley Ihrie O'BRyant Wood