Ashley Wilken has been Senior Wealth Manager, Portfolio Manager of The Rice Partnership since January 2024, is not listed as a control person, but directly owns between 5% and 10% of the firm. Ashley Wilken holds a Degree in Agribusiness from California Polytechnic State University.
The Rice Partnership, LLC is a Honolulu, HI firm with $985M under management, 442 clients and 10 advisers across 4 offices, as of its April 2026 filing.
Ashley Wilken is Partner, Senior Wealth Manager and Portfolio Manager of The Rice Partnership, where she heads the firm's offices in California. Previously, she worked as a commercial and agricultural lender in San Luis Obispo County.
Ashley Wilken’s longest registration is the current one, 8 years at The Rice Partnership since 2018.
- Wealthjar Investment Advisory, LLCAlso current– present · 6 yearsSan Luis Obispo, CA · Adviser representative · Firm CRD 288484
- The Rice Partnership, LLCCurrent– present · 8 yearsSan Luis Obispo, CA · Adviser representative · Firm CRD 135701
Professional designations
Listed by The Rice Partnership
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Trust and Fiduciary Advisor (CTFA)
Investment adviser representative registrations
Ashley Wilken is registered as an investment adviser representative in 2 states. Each was approved in May 2018.
- CaliforniaSince 11 May 2018
- HawaiiSince 11 May 2018
Examinations
No examinations are on Ashley Wilken’s record.
- Full name
- Ashley Jane Wilken
- CRD
- 6951420
- Firm
- The Rice Partnership · CRD 135701
- Role
- Senior Wealth Manager, Portfolio Manager
- Office
- 1304 Santa Rosa Street, San Luis Obispo, CA 93401
- Registration
- Investment adviser registration
- In the industry since
- May 2018
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- thericepartnership.com
Where does Ashley Wilken work?
Ashley Wilken has been Senior Wealth Manager, Portfolio Manager of The Rice Partnership, LLC since January 2024.
Is Ashley Wilken a financial advisor?
Yes. Ashley Wilken has a current investment-adviser registration in California and Hawaii, through The Rice Partnership since May 2018.
How many years of experience does Ashley Wilken have?
Ashley Wilken has 8 years in the financial industry, since May 2018, across 2 adviser firms.
Where is Ashley Wilken based?
Ashley Wilken’s registered office is in San Luis Obispo, CA.
Is Ashley Wilken registered with FINRA?
No. Ashley Wilken has no current broker registration.
Is Ashley Wilken a CFP?
The Rice Partnership lists Ashley Wilken with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: ASHLEY WILKEN, CFP biography, thericepartnership.com
How can I verify Ashley Wilken’s record?
Search CRD 6951420 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Ashley Wilken’s full registration record.
Bonnie RiceMember/Chief Compliance Officer
Orest SaikevychChief Investment Officer
Sarah BredhoffPartner- Lia YoungOperations Manager, Senior Client Service Administrator