Camille L Butterfield

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

• 09/2013 → Present
  Monolith Financial Group
  Roseville, CA
• 09/2020 → Present
  Ae Wealth Management, Llc
  Topeka, KS
• 08/2024 → Present
  Afea
  Concard, NC
• 05/2025 → Present
  Monolith Wealth Advisors, Inc
  Roseville, CA

Other Businesses

1. MONOLITH FINANCIAL GROUP; YES INVESTMENT RELATED; 3000 LAVA RIDGE CT, STE 120, ROSEVILLE, CA 95661; INSURANCE SALES; FINANCIAL PROFESSIONAL; START DATE 09/2013; APPROX 160 HRS/MONTH; APPROX 160 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES. 2. AFEA; YES INVESTMENT RELATED; 349 COPPERFIELD BLVD NE, STE-L, CONCARD, NC 28025; NON-PROFIT; CHAPTER PRESIDENT; START DATE: 08/2024; APPROX 3 HRS/MONTH; APPROX 0 HRS/MONTH DURING TRADING; PROVIDES EDUCATION WORKSHOPS AND CLASSES. 3. MONOLITH WEALTH ADVISORS, INC; YES INVESTMENT RELATED; 3000 LAVA RIDGE CT, STE 120, ROSEVILLE, CA 95661; WEALTH MANAGEMENT; OWNER; START DATE: 05/2025; APPROX 5 HRS/MONTH; APPROX 5 HRS/MONTH DURING TRADING; MAINTAINING FILINGS, COLLECTING FEES AND PAYING BILLS. 4. Estate planning document services, Address: 51 W 3rd St #110, Tempe AZ 85281, Investment Related: No, Position: Facilitator, Duties: Introduce, coordinate, and provide access to platform for clients to prepare estate planning documents, Start Date: 08/2025, Approx hours per month: 2, Hours during trading: 2.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-07-31

Other Names

• Camille Mitchell
• Camille L Mitchell