Jose Aragon
Petroglyph Wealth · Rio Rancho, New Mexico
Jose Aragon is a fee-only financial advisor at Petroglyph Wealth in Rio Rancho, New Mexico. Petroglyph Wealth reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Petroglyph Wealth |
|---|---|
| Based in | Rio Rancho, New Mexico |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $10.4M across 17 accounts |
| SEC registration | Investment adviser representative in NM · CRD 4776412 |
| Exams passed | Series 63 (2004) · Series 65 (2023) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Jose's firm compares
- Petroglyph Wealth's average account is about $612,000, from its Form ADV (assets managed divided by 17 accounts).
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Questions about Jose
Is Jose Aragon a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jose holds no broker registration, and Petroglyph Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jose charge for financial advice?
Jose's firm, Petroglyph Wealth, reports charging a percentage of assets on its SEC Form ADV.
Where is Jose Aragon based?
Jose Aragon is based in Rio Rancho, New Mexico.
Is Jose Aragon registered with the SEC?
Yes. Jose Aragon is registered as an investment adviser representative in NM (CRD 4776412), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Petroglyph Wealth manage?
Petroglyph Wealth reports $10.4M across 17 accounts in assets under management.
How do I contact Jose Aragon?
Contact details aren't on file yet. Search for Petroglyph Wealth.
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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