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Liudmila Cabrera

Ae Wealth Management, LLC

Miami Beach, FL

CRD 8259922

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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
FL RA APPROVED 2026-05-29
  • FL RA
    APPROVED
    Since 2026-05-29

Branch Locations

Miami Beach, FL • 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 05/2026 Present
Medicare Advantage Miami FL 04/2003 Present
One Health Medical Center Miami FL 06/2013 02/2018
Alto Financial Group Miami FL 07/2022 Present
  • 05/2026 → Present
    Topeka, KS
  • 04/2003 → Present
    Medicare Advantage
    Miami, FL
  • 06/2013 → 02/2018
    One Health Medical Center
    Miami, FL
  • 07/2022 → Present
    Alto Financial Group
    Miami, FL
Other Businesses

1) Alto Financial Group; Yes Investment Related; 4099 William Penn Hwy Monroeville, PA 15146; Life Insurance and Annuities; Agent; 7/2022; Approx. 80hrs/Mo; Approx. 80hrs/Mo during Securities Trading Hours; Serving clients needing life insurance and annuities. 2) Medicare Advantage; Not Investment Related; 8530 Byron Ave Apt 401 Miami Beach, FL 33141; Medicare Advantage; Agent; 4/2003; Approx. 80hrs/Mo; Approx. 80hrs/Mo during Securities Trading Hours; Explain benefits to new prospects, enroll then in a medicare advantage plan and offer customer service to help clients.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-02
  • S65 Uniform Investment Adviser Law Examination
    2025-10-02

View on SEC IAPD

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