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Brittany Lynn Depoe

Ae Wealth Management, LLC

Shelton, WA

CRD 8138918

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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
WA RA APPROVED 2025-08-04
  • WA RA
    APPROVED
    Since 2025-08-04

Branch Locations

Shelton, WA • 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 08/2025 Present
Pacific Cataract And Laser Institute Centralla WA 02/2012 09/2016
Basics Nw Lacey WA 06/2016 08/2018
Bowman Financial Group Shelton WA 08/2018 Present
Development Disabilities Administration - Dshs Tumwater WA 11/2019 05/2021
Brittany Depoe Llc Shelton WA 08/2018 Present
  • 08/2025 → Present
    Topeka, KS
  • 02/2012 → 09/2016
    Pacific Cataract And Laser Institute
    Centralla, WA
  • 06/2016 → 08/2018
    Basics Nw
    Lacey, WA
  • 08/2018 → Present
    Bowman Financial Group
    Shelton, WA
  • 11/2019 → 05/2021
    Development Disabilities Administration - Dshs
    Tumwater, WA
  • 08/2018 → Present
    Brittany Depoe Llc
    Shelton, WA
Other Businesses

1) Bowman Financial Group; Yes Investment Related; 1615 Olympic Hwy N, Shelton, WA 98584; Insurance Brokerage and Life and Annuity through AE; Licensed Agent; 8/2018; Approx. 96hrs/Mo; Approx. 50hrs/Mo during Securities Trading Hours. Advise customers on insurance policies that best fit their needs. 2) Brittany Depoe LLC; Yes Investment Related; 40 SE Wolden Rd, Shelton, WA 98584; Insurance Brokerage for Medicare Insurance; Licensed Agent; 8/2018; Approx. 20hrs/Mo; Approx. 8hrs/Mo during Securities Trading Hours. Advise customers on insurance policies that best fit their needs.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-06-12
  • S65 Uniform Investment Adviser Law Examination
    2025-06-12
Other Names
  • Brittany Bowman

View on SEC IAPD

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