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Ae Wealth Management, LLC CRD 282580
$49.8B regulatory AUM 10 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-03-30 |
Branch Locations
2901 W Cypress Creek Rd Ste 118-H, Fort Lauderdale, FL 33309 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Foundations Investment Advisors, Llc | Scottsdale | AZ | 12/2015 | 06/2020 |
| Longshaw Financial Group | Fort Lauderdale | FL | 07/2012 | Present |
| Aragon Capital Llc | Fort Lauderdale | FL | 07/2020 | 02/2026 |
| Ae Wealth Management, Llc | Topeka | KS | 03/2026 | Present |
| Landlord | Margate | FL | 01/2019 | Present |
| Author | Winter Park | FL | 05/2014 | Present |
1. Longshaw Financial Group; Yes, Investment Related; 2901 W Cypress Creek Rd, Ste 118-H, Fort Lauderdale, FL 33309; Insurance Sales; POSITION Owner/President/Financial Advisor; Start Date 07/2012; Approx. 120 hours a month; Approx. 120 hours during trading; Insurance Sales and Services. 2. Landlord; Investment Related: No; 6251 NW 2nd St, Margate, FL 33063; Rental Property; Owner; Start Date 01/2019; Approx hours per month: 1; Approx hours during trading: 1; Owner of rental property. 3. Author; Investment Related: No; 520 N Orlando Ave, Ste 2, Winter Park, FL 32789; Author; Author; Start Date 05/2014; Approx hours per month: 0; Approx hours during trading: 0; Co-Authored book called Transform.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-07-09 |
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