Caleb Samuel Wedgle

Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 05/2018 → 08/2018
  Denver Jewish Day School
  Denver, CO
• 08/2018 → 05/2019
  Full-Time Education
  College Park, MD
• 05/2019 → 08/2019
  Tavern Lowry
  Denver, CO
• 05/2020 → 08/2020
  Triarq Health
  Denver, CO
• 05/2021 → 08/2021
  Moville Mortgage And Finance
  Jerusalem
• 08/2020 → 05/2021
  Full-Time Education
  College Park, MD
• 08/2019 → 05/2020
  Full-Time Education
  College Park, MD
• 05/2022 → 10/2022
  Energize Colorado
  Denver, CO
• 01/2023 → Present
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 10/2022 → 01/2023
  Unemployed
  Denver, CO
• 08/2017 → 05/2018
  Full-Time Education
  Denver, CO
• 05/2017 → 08/2017
  Denver Jewish Day School
  Denver, CO
• 08/2016 → 05/2017
  Full-Time Education
  Denver, CO
• 08/2021 → 05/2022
  Full-Time Education
  College Park, MD
• 09/2025 → Present
  Schwab Wealth Advisory, Inc.
  Lone Tree, CO

Other Businesses

1) Olami Denver | Investment Related:No|Other|Student|6/1/2026|Less than 20|0|I learn about Jewish history and text with a Rabbi and will receive a $300/month stipend.

Exams

• S66 Uniform Combined State Law Examination
  2023-12-18
• S63 Uniform Securities Agent State Law Examination
  2023-04-24