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Michael Thang Bui

Ae Wealth Management, LLC

Argyle, TX

CRD 7281205

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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:

Current Employers
Ae Wealth Management, Llc

2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-06-04
CA RA APPROVED 2020-07-29
HI RA APPROVED 2020-07-29
  • TX RA
    APPROVED
    Since 2021-06-04
  • CA RA
    APPROVED
    Since 2020-07-29
  • HI RA
    APPROVED
    Since 2020-07-29

Branch Locations

Argyle, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 07/2020 → Present
    Topeka, KS
  • 05/2018 → 10/2021
    Journey Wealth Mangement
    Waipahi, HI
  • 04/2014 → 12/2021
    Aloha Nani Church
    Kapolei, HI
  • 04/2014 → 04/2018
    Hanalani Schools
    Militani, HI
  • 10/2021 → Present
    Lighthouse Wealth Management, Llc
    Argyle, TX
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-06-26
  • S65 Uniform Investment Adviser Law Examination
    2020-06-26
Other Names
  • Mike Bui

View on SEC IAPD

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