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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2021-06-04 |
| CA | RA | APPROVED | 2020-07-29 |
| HI | RA | APPROVED | 2020-07-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ae Wealth Management, Llc | Topeka | KS | 07/2020 | Present |
| Journey Wealth Mangement | Waipahi | HI | 05/2018 | 10/2021 |
| Aloha Nani Church | Kapolei | HI | 04/2014 | 12/2021 |
| Hanalani Schools | Militani | HI | 04/2014 | 04/2018 |
| Lighthouse Wealth Management, Llc | Argyle | TX | 10/2021 | Present |
1.) LIGHTHOUSE WEALTH MANAGEMENT; YES INVESTMENT RELATED; 1024 WHITEHALL LN, ARGYLE, TX 76226; INSURANCE SALES; ADVISOR; START DATE 10/2021 ; APPROX 120 HRS/MONTH; APPROX 120 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-06-26 |
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