Daniel James Dietrich

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

• 07/2016 → 10/2018
  Amplify Church
  Plum, PA
• 10/2018 → 10/2020
  Spitzer Toyota Monroeville
  Monroeville, PA
• 10/2020 → 09/2021
  Jim Shorkey Family Auto Group
  White Oak, PA
• 09/2021 → Present
  Alto Financial Group
  Monroeville, PA
• 10/2022 → 05/2025
  Encompass More Asset Management Llc
  Danville, CA
• 05/2025 → Present
  Ae Wealth Management, Llc
  Topeka, KS

Previous Registrations

• 2022-10-24 → 2025-05-15
  Encompass More Asset Management Llc
  Danville, CA
  Monroeville, PA

Other Businesses

Alto Financial Group; Yes Investment Related; 4099 William Penn Hwy Monroeville, PA 15146; Life insurance and fixed/fixed-indexed annuity sales; Agent; 9/2021; 180hrs/Mo; 130hrs/Mo during Securities Trading Hours; Recommend, sell, deliver, and service life insurance and annuity contracts.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-09-02