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Ae Wealth Management, LLC CRD 282580
$49.8B regulatory AUM 10 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-28 |
Branch Locations
650 California St. 7Th Floor, San Francisco, CA 94108 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Crescita Capital, Llc | San Francisco | CA | 02/2015 | 12/2016 |
| Principal Life Insurance Company | San Francisco | CA | 05/2017 | 12/2018 |
| Principal Securities Inc | San Francisco | CA | 05/2017 | 12/2018 |
| Aventine Wealth Management Llc | San Francisco | CA | 01/2019 | 12/2023 |
| Allan Argosino - Sole Proprietor | San Francisco | CA | 01/2019 | Present |
| Omni Hypnosis | San Francisco | CA | 01/2019 | 01/2023 |
| Allan Argosino - Sole Proprietor | San Francisco | CA | 08/2016 | 05/2017 |
| Ruggieri Wealth Advisors Llc | San Francisco | CA | 07/2024 | 01/2025 |
| Ae Wealth Management Llc | Topeka | KS | 01/2025 | Present |
| Rh Capital | San Francisco | CA | 01/2025 | 02/2026 |
| My Retirement Coach | San Francisco | CA | 02/2026 | Present |
1) Allan Argosino - Sole proprietor; investment-related; 300 16th Ave #4016 San Francisco CA 94118; Insurance Agent, since 01/2019; approximately 50 hours per month; sales of insurance products.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-05-27 |
| S65 | Uniform Investment Adviser Law Examination | 2008-12-15 |
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