Benjamin Ward Hulburt

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

• 01/2024 → 05/2025
  Encompass More Asset Management Llc
  Danville, CA
• 01/2011 → 03/2018
  Eclipse Resources Corporation
  State College, PA
• 10/2020 → Present
  Alto Financial Group, Llc
  State College, PA
• 03/2018 → 11/2020
  Unemployed
  State College, PA
• 05/2025 → Present
  Ae Wealth Management, Llc
  Topeka, KS
• 01/2022 → Present
  Afg Ii Llc
  State College, PA

Previous Registrations

• 2024-02-06 → 2025-05-15
  Encompass More Asset Management Llc
  Monroeville, PA
  Danville, CA

Other Businesses

1) Alto Financial Group, LLC; Yes Investment Related; 330 Innovation Drive, 2nd Floor, State College, PA 16803; Life Insurance, Annuities & Long Term Care; Managing Partner; 10/2020; 140hrs/Mo; 130hrs/Mo during Securities Trading Hours. 2) AFG II LLC; Yes Investment Related; 330 Innovation Drive, 2nd Floor, State College, PA 16803; Life Insurance, Annuities & Long Term Care; Managing Partner; 01/2022; 140hrs/Mo; 130hrs/Mo during Securities Trading Hours. 3) The Hulburt Family Limited Partnership; Not Investment Related; 2059 Zion Road, Bellefonte, PA 16823; Family Trust Partnership; Managing Partner; 4/30/2001; 0hrs/Mo; 0hrs/Mo during Securities Trading Hours; Passive private equity investments for Hulburt family assets. 4) AMARK, LLC; Not Investment Related; 4099 William Penn Hwy, Suite 410, Monroeville, PA 15146; Digital Marketing Company; Managing Partner; 4/2021; 10hrs/Mo; 10hrs/Mo during Securities Trading Hours. 5) Alto University, LLC; Not Investment Related; 4099 William Penn Hwy, Suite 401, Monroeville, PA 15146; Online education company for financial services; Managing Partner; 4/2021; 0hrs/Mo; 0hrs/Mo during Securities Trading Hours. 6) Alto Capital, LLC; Not Investment Related; 4099 William Penn Hwy, Suite 401, Monroeville, PA 15146; Commercial financing consulting & brokering; Managing Partner; 1/2021; 0hrs/Mo; 0hrs/Mo during Securities Trading Hours. 7) Elevare Debt Solutions, LLC; Not Investment Related; 4099 William Penn Hwy, Suite 401, Monroeville, PA 15146; Consumer debt settlement; Managing Partner; 5hrs/Mo; 0hrs/Mo during Securities Trading Hours. 8) Council of Financial Educators (COFE); Not Investment Related; 360 Central Ave, Suite 800, St. Petersburg, FL 33701; Non profit organization providing financial education; Instructor; 1/2022; 0hrs/Mo; 0hrs/Mo during during Securities Trading Hours. 9) EncoreEstate Plans: Not Investment Related: 113 Cherry St, PO 60414, Seattle WA 98104; Online estate planning service; Vendor; 5hrs/Mo; 5hrs/Mo during Securities Trading Hours; Subscription based vendor providing online estate planning service.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-01-09

Other Names

• Benjamin Ward Hulburt
• Benjamin Hulbert
• Benjamin Hulburt