Matthew S Klaess

Employer firm

Ae Wealth Management, LLC CRD 282580

$49.8B regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 06/2008 → Present
  Paradigm Wealth Management, Llc
  Denver, CO
• 01/2015 → 07/2017
  Tfo-Tdc, Llc
  Denver, CO
• 06/2017 → Present
  Ae Wealth Management, Llc
  Topeka, KS
• 01/2010 → Present
  Msk Insurance Agency, Llc
  Denver, CO
• 11/2025 → Present
  Wealth.cOm
  Denver, CO

Previous Registrations

• 2015-01-20 → 2017-07-05
  Tfo Wealth Partners
  Denver, CO
  Maumee, OH
• 2014-04-24 → 2015-03-25
  Brookstone Wealth Advisors, Llc
  Denver, CO
• 2012-07-19 → 2014-04-10
  Alphastar Capital Management
  Denver, CO
  Cornelius, NC
• 2012-05-03 → 2012-07-20
  Liberty Group, Llc
  Greenwood Village, CO
  Oakland, CA
• 2012-07-18 → 2012-07-18
  Alphastar Capital Management
  Greenwood Village, CO
  Cornelius, NC

Other Businesses

1.)MSK Insurance Agency, LLC; Yes, Investment Related; 2000 S Colorado Blvd, Annex 250, Denver, CO 80222; Insurance Sales; Owner/Agent; Start Date: 01/2010; Approx 80 hours per month; Approx 40 hours per month during securities trading hours; Insurance Sales and Services. 2.) Estate planning document services, Address: 2000 S Colorado Blvd Ste 250, Denver, CO 80222-7915 , Investment Related: Yes, Position: Facilitator, Duties: Introduce, coordinate, and provide access to platform for clients to prepare estate planning documents, Start Date: 11/2025, Approx hours per month: 02, Hours during trading: 10.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-05-01

Other Names

• Matthew S. Klaess