Larry Rufus Daniels

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

• 09/2019 → 11/2022
  Verity Asset Management
  Monroeville, PA
• 08/2017 → 01/2022
  Appreciation Financial
  Henderson, NV
• 08/2017 → Present
  Law Office Of Larry R Daniels Iii Esq
  Cranford, NJ
• 10/2015 → 08/2017
  City Of Newark Law Department
  Newark, NJ
• 04/2023 → 05/2025
  Encompass More Asset Management Llc
  Danville, CA
• 05/2025 → Present
  Ae Wealth Management, Llc
  Topeka, KS
• 12/2024 → Present
  C-Suite For Christ
  Colgate, WI
• 07/2013 → Present
  Alto Financial Group
  Cranford, NJ

Previous Registrations

• 2023-04-24 → 2025-05-15
  Encompass More Asset Management Llc
  Danville, CA
  Roselle Park, NJ
• 2019-09-20 → 2022-11-30
  Verity Asset Management
  Durham, NC
  Roselle Park, NJ
  Monroeville, PA

Other Businesses

1) Alto Financial Group; Yes Investment Related; 4099 William Penn Hwy Ste 401, Monroeville, PA 15146; Sale of Life Insurance, LTC Products, Fixed and Fixed-Indexed Annuities; Agency Coach/Partner/Insurance Agent; 10/2012; 20hrs/Mo; 10hrs/Mo during Securities Trading Hours; Provide Insurance advice to clients and help as needed with training other agents. 2) Law Office of Larry R. Daniels III, Esq.; Not Investment Related; 20 Commerce Drive, Suite 135, Cranford, NJ 07016; Attorney specializing in real estate law; Owner; 8/2017; 30hrs/Mo; 10hrs/Mo during Securities Trading Hours; Conduct reviews of real estate purchases. 3) C-Suite for Christ; Not Investment Related; 683 Dove Court, Colgate, WI 53017; Christian practices in business; New York Market President; 12/2024; 40hrs/Mo; 8hrs/Mo during Securities Trading Hours; Facilitate monthly meetings, conduct training, etc. 4) Estate Planning Documents Services; Not Investment Related; 20 Commerce Drive, Suite 135, Cranford NJ 07016; Estate Planning; Facilitator; 2/13/2026; Approx. 4hrs/Mo; 0hrs/Mo during Securities Trading Hours; Introduce, coordinate, and provide access to platform for clients to prepare estate planning documents.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-07-20