Joshua Allan Postlewaite

Employer firm

Aan Wealth Advisors LLC CRD 300652

$130M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2023 → Present
  Aan Wealth Advisors Llc
  Canton, OH
• 12/2015 → 03/2023
  Midwest Dental And Smile Brands
  Irvine, CA
• 01/2024 → Present
  Aan Wealth Advisors Llc
  Canton, OH

Other Businesses

INSURANCE AGENT; INVESTMENT RELATED; LIFE & HEALTH INSURANCE; SAME OFFICE LOCATION; START: 04/2026; SPENDS APPROX. 8 HRS/MONTH DURING TRADING HOURS. INSURANCE SALES.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-09-18

Other Names

• Josh Postlewaite