Renee Scimone Wilkinson

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

• 06/2006 → Present
  Arizona Realty One Group
  Scottsdale, AZ
• 03/2007 → 08/2022
  360 Wealth Management, Inc
  Scottsdale, AZ
• 09/2024 → Present
  360 Wealth Management, Inc
  Scottsdale, AZ
• 03/2009 → 09/2024
  360 Wealth Management, Inc
  Scottsdale, AZ
• 05/2026 → Present
  Ae Wealth Management, Llc
  Topeka, KS

Previous Registrations

• 2009-03-25 → 2024-09-12
  360 Wealth Management, Inc.
  Scottsdale, AZ
  Scottsdale, AZ

Other Businesses

1. Arizona Realty One Group; Investment Related: No; 7975 N Hayden Rd, Ste A-101, Scottsdale, AZ 85258; Real Estate; Real Estate Agent; Start Date 06/2006; Approx hours per month: 1; Approx hours during trading: 0; Real Estate Agent.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-01-25
• S63 Uniform Securities Agent State Law Examination
  1995-09-21

Other Names

• Renee Scimone
• Renee Scimone
• Reneee N Scimone