Tyler
Zavala

Ae Wealth Management, LLC

CRD#7141093
Investment Advisor
in Peoria, AZ

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About this Advisor

Tyler Zavala is a financial advisor based in Peoria, Arizona, who has been in the industry for 10 years. Zavala is currently employed by Ae Wealth Management, LLC. The advisor has gained experience at Ae Wealth Management, LLC, Independent Wealth Management, Wet N Wild, Lw'S The Hideaway, Yogurtime, Liberty High School and Student. Zavala maintains a Series 65 license, certifying them as an investment advisor representative, and is able to serve investors in Arizona. Ae Wealth Management, LLC is an advisory business operating in Peoria, Arizona. The investment advisory business has offices in 323 locations and a total of 475 employees. It handles $9 billion in assets between its 74,292 customer accounts, making it one of the biggest firms in the country by assets under management. The firm provides financial advisory services to six charities and foundations. Of its 74,292 customer accounts, just 2% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Ae Wealth Management, LLC offers a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees for financial advisory services largely are based on which services are provided. However, fee types charged by Ae Wealth Management, LLC most likely are comprised of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

9488 W Yearling Rd. Ste D1160
Peoria, AZ 85383

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Ae Wealth Management, LLC Brokerage Details

Total Assets Under Management

$8,583,746,349

AZ Average: $2,243,162,756
Total Number of Employees

475

AZ Average: 44
Total Number of Accounts

74,292

AZ Average: 4,091
Average Account Size

$115,541

AZ Average: $548,316

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Tyler Zavala Work History

Tyler has 10 years of experience.

2019 - Present (2 years)

Ae Wealth Management, LLC

2017 - Present (4 years)

Independent Wealth Management

2016 - 2017 (1 year)

Student

2014 - 2016 (2 years)

Wet N Wild

2013 - 2013 (< 1 year)

Lw'S The Hideaway

2011 - 2012 (1 year)

Yogurtime

2010 - 2014 (4 years)

Liberty High School

Disclosures

Tyler Zavala has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ae Wealth Management, LLC

Kade Schoenrock
Riverton, UT
Joshua Wyatt
Topeka, KS
Gabriela Nioce
Topeka, KS
Nathaniel Miller
Topeka, KS
Michael Battaglia
Evansville, IN
Amanda Jager
Elgin, IL
David Tucker
Chicago, IL
Steven Rosborough
Melbourne Beach, FL

This content was compiled from the SEC and FINRA.

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