Brandon Chew

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

• 04/2018 → 02/2020
  Retirement Wealth Advisors
  San Francisco, CA
• 09/2013 → 01/2020
  Ehealth - Plans Inc.
  San Francisco, CA
• 06/2016 → 07/2017
  Vmware Inc
  Palo Alto, CA
• 02/2020 → 09/2025
  Foundations Investment Advisors Llc
  Scottsdale, AZ
• 09/2014 → Present
  Ehealth-Plans Inc. Dba Amazing Wealth Insurance Agency
  San Francisco, CA
• 09/2025 → Present
  Ae Wealth Management, Llc
  Topeka, KS
• 03/2026 → Present
  Apex Wealth Inc.
  San Jose, CA

Previous Registrations

• 2020-02-11 → 2025-09-25
  Foundations Investment Advisors Llc
  San Francisco, CA
  Phoenix, AZ
  San Jose, CA
• 2018-04-18 → 2020-02-11
  Brookstone Wealth Advisors, Llc
  San Francisco, CA

Other Businesses

1) eHealth-Plans Inc. dba Amazing Wealth Insurance Agency; Yes, Investment Related; San Francisco, CA; Insurance Sales; POSITION Insurance Agent; Start Date 09/2014; Approx. 100 hours a month; Approx. 100 hours during trading; Insurance Sales and Services. 2) Apex Wealth Inc ; Investment Related: No; 4040 Moorpark Ave. #110, San Jose CA 95117; Wealth Management, Assets Under Management, Financial Planning, Retirement Planning; Owner/Advisor; Start Date 03/2026; Approx hours per month: 180; Approx hours during trading: 160; Act as an investment advisor/financial advisor to help clients create a retirement plan/financial plan.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-03-22