Daniel Lee Asti

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

• 10/2017 → 05/2025
  Appreciation Financial
  Henderson, NV
• 05/2015 → Present
  Alto Financial Group Llc
  Monroeville, PA
• 08/2022 → 05/2025
  Encompass More Asset Management Llc
  Danville, CA
• 05/2025 → Present
  Ae Wealth Management, Llc
  Topeka, KS
• 01/2022 → Present
  Afg Ii
  Monroeville, PA
• 08/2019 → 06/2022
  Verity Asset Management
  Monroeville, PA

Previous Registrations

• 2022-09-08 → 2025-05-15
  Encompass More Asset Management Llc
  Danville, CA
  Monroeville, PA
• 2019-08-21 → 2022-06-15
  Verity Asset Management
  Monroeville, PA
  Durham, NC

Other Businesses

1) Alto Financial Group LLC; Yes Investment Related; 4099 William Penn Hwy Ste 401, Monroeville, PA 15146; Insurance; Managing Partner; 5/2015; 5hrs/Mo, 5hrs/Mo during Securities Trading Hours; Recruiting and Training of agents and agency owner, carrier selection, etc. 2) AFG II; Yes Investment Related; 4099 William Penn Hwy Ste 401, Monroeville, PA 15146; Insurance; Managing Partner; 1/2022; 120hrs/Mo; 100hrs/Mo during Securities Trading Hours. 3) AMark LLC; Not Investment Related; 4099 William Penn Hwy Ste 401, Monroeville, PA; Digital Marketing; Managing Partner; 1/2022; 10hrs/Mo; 10hrs/Mo during Securities Trading Hours; Customer Relations, making sure the connections between the companies is managed correctly. 4) Alto University LLC; Not Investment Related; 4099 William Penn Hwy Ste 401, Monroeville, PA 15146; Online Education Company for Financial Services; Managing Partner; 3/2021; 0hrs/Mo; 0hrs/Mo during Securities Trading Hours; Provides training for licensed insurance agents through online courses with a live instructor, Oversight and Management. 5) Alto Capital LLC; Not Investment Related; 4099 William Penn Hwy Ste 401, Monroeville, PA 15146; Commercial Loan Broker; Managing Partner; 1/2021; 10hrs/Mo; 10hrs/Mo during Securities Trading Hours; Connects business owners to provide loans to businesses looking for real estate purchases or flips. 6) Elevare Debt Solutions; Not Investment Related; 4099 William Penn Hwy Ste 401, Monroeville, PA 15146; Debt Resolution; Managing Partner; 1/2022; 10hrs/Mo; 10hrs/Mo during Securities Trading Hours. 7) Health Snack Hub LLC; Not Investment Related; 202 Shangrila Lane, Plum PA 15239; Vending machine route; LLC Partner member; 6/2025; 0hrs/Mo; 0hrs/Mo during Securities Trading Hours; Provide Advice. This is a business started by my oldest son to focus on vending machines.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-05-18