David Wilkins
Aries Investments · Lakeland, Tennessee
David Wilkins is a fee-only financial advisor at Aries Investments in Lakeland, Tennessee. Aries Investments reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Aries Investments |
|---|---|
| Based in | Lakeland, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $842K across 16 accounts |
| SEC registration | Investment adviser representative in TN · CRD 8025499 |
| Exams passed | Series 65 (2025) |
| Firm size | 1 employee |
| Disclosures | None reported |
How David's firm compares
- Aries Investments's average account is about $53,000, from its Form ADV (assets managed divided by 16 accounts).
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Questions about David
Is David Wilkins a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Aries Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Aries Investments, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is David Wilkins based?
David Wilkins is based in Lakeland, Tennessee.
Is David Wilkins registered with the SEC?
Yes. David Wilkins is registered as an investment adviser representative in TN (CRD 8025499), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Aries Investments manage?
Aries Investments reports $842K across 16 accounts in assets under management.
How do I contact David Wilkins?
Contact details aren't on file yet. Search for Aries Investments.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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