Joshua Heath Lewis

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

• 12/2012 → Present
  Grow Secure Dba Layman Lewis Financial Group
  Loveland, CO
• 01/2013 → 01/2017
  Global Financial Private Capital
  Sarasota, FL
• 01/2017 → Present
  Ae Wealth Management, Llc
  Topeka, KS
• 12/2012 → Present
  Layman Lewis Aum Llc
  Loveland, CO

Previous Registrations

• 2013-01-04 → 2017-01-11
  Global Financial Private Capital, Inc.
  Loveland, CO
  Sarasota, FL

Other Businesses

1.) GROW SECURE DBA LAYMAN LEWIS FINANCIAL GROUP; YES INVESTMENT RELATED; 5401 STONE CREEK CIRCLE SUITE 201, LOVELAND, CO; FINANCIAL ADVISORY BUSINESS; FINANCIAL ADVISOR; START DATE 12/2012; APPROX 160 HOURS/MONTH; APPROX 160 HOURS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES. 2.) RENTAL PROPERTIES; NOT INVESTMENT RELATED; 2422 BLACK CROW LANE, LOVELAND, CO,80537; RENTAL PROPERTIES; OWNER; START DATE 01/2011; APPROX 4 HOURS/MONTH; APPROX 0 HOURS/MONTH DURING TRADING; GENERAL MAINTENANCE, REPAIRS, IMPROVEMENTS, AND MANAGEMENT OF PROPERTIES. 3.) RENTAL PROPERTIES; NOT INVESTMENT RELATED; 5401 STONE CREEK DR #201 LOVELAND, CO 80538; RENTAL PROPERTIES (IVY, 10TH ST, SHERIDAN, 7TH ST); OWNER; 1/1/2011; APPROX 4HRS/MO; APPROX 0HRS/MO DURING SECURITIES TRADING HOURS; GENERAL MAINTENANCE, REPAIRS, IMPROVEMENTS, AND MANAGEMENT OF PROPERTIES. 4.) LIT LLC (SOLAR); NOT INVESTMENT RELATED; 5401 STONE CREEK CIRCLE STE 201, LOVELAND, CO 80537; SOLAR PANEL INVESTMENT WITH PRIVATE HOMEOWNERS UTILIZING THE SOLAX TAX CREDIT TAX INCENTIVE PROGRAMS; PARTNER; 12/11/2024; 8HRS/MO; 0HRS/MO DURING SECURITIES TRADING HOURS; ASSESSING GENERAL SOLAR ACTIVITIES AND COMPLETING 100 HOURS OF RELATED SOLAR EDUCATIONAL ACTIVITY OVER THE COURSE OF 1 CALDENDER YEAR.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-12-11