Michael Joseph Dipaula

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

• 03/2012 → 05/2017
  Everest Investment Advisors
  Baltimore, MD
• 11/2011 → 05/2017
  Everest Wealth Management
  Towson, MD
• 08/2017 → Present
  Ae Wealth Management, Llc
  Topeka, KS
• 07/2017 → Present
  Flora & Dipaula Wealth Partners
  Hunt Valley, MD

Previous Registrations

• 2012-03-12 → 2017-05-10
  Everest Investment Advisors, Inc.
  Towson, MD

Other Businesses

FLORA & DiPAULA WEALTH PARTNERS. INVESTMENT RELATED. 201 INTERNATIONAL CIRCLE, SUITE 230, HUNT VALLEY, MD 21030. INSURANCE SALES. START DATE 7/2017. 160 HOURS/MONTH, 160 HOURS DURING TRADING.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-03-09

Other Names

• Mike Dipaula