Matthew Joseph Ure

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

• 02/2016 → 05/2022
  Anthony Capital Llc
  San Antonio, TX
• 05/2022 → Present
  Ae Wealth Management Llc
  Topeka, KS
• 05/2022 → Present
  Defense Retirement Systems, Llc
  Garden Ridge, TX

Previous Registrations

• 2022-02-25 → 2022-12-31
  Anthony Capital, Llc
  Broomfield, CO
• 2020-01-14 → 2021-12-31
  Anthony Capital, Llc
  Broomfield, CO
• 2016-05-20 → 2019-12-31
  Anthony Capital, Llc
  Garden Ridge, TX
  Broomfield, CO
  Garden Ridge, TX

Other Businesses

1.) Ure Family Farms; Non-Investment Related; 8050 Bindseil Lane San Antonio, TX 78266; Farming; Farm Manager; Start Date xx/xxxx; Approx. 20 hours a month; Approx. 05 hours during trading: Buy, sell and trade agricultural product 2.) Federal Benefits and Retirement; Yes Investment Related; 19115 FM 2252 Ste 10 Garden Ridge TX 78266; Benefits Counselor; Start Date 02/2016; Approx. 25 hours a month; Approx. 20 hours during trading; Provide training to federal employees 3.) Fedbenretire; Yes Investment Related: 19115 FM 2252 Ste 10 Garden Ridge TX 78266; Director; Start Date 02/2016; Approx. 80 hours a month; Approx. 60 hours during trading; Sells life insurance and annuities.

Exams

• S66 Uniform Combined State Law Examination
  2015-12-19
• S63 Uniform Securities Agent State Law Examination
  2015-03-17

Other Names

• Matt Ure