Ae Wealth Management, LLC
About this Advisor
Joshua Lewis is a financial advisor who works in Loveland, Colorado, with a total of 10 years of experience as a financial advisor. Lewis works at Ae Wealth Management, LLC. During their career, the advisor has held roles at City Of Loveland, Accent Custom Services, Grow Secure Dba Layman Lewis Financial Group, Global Financial Private Capital, Ae Wealth Management, LLC and Layman Lewis Aum LLC. Lewis has a Series 65 license, certifying them as an investment advisor representative, and is able to work in Colorado and Texas. Ae Wealth Management, LLC is a registered investment business that has its headquarters in Loveland, Colorado. It has offices in 323 locations and a total of 475 employees. It handles $9 billion in total assets across its 74,292 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm provides services to six charitable organizations. Of its 74,292 customer accounts, just 2% are associated with high-net-worth clients who have at least $1 million in assets. Ae Wealth Management, LLC performs a number 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 typically depend on which service is provided. Fee types charged by Ae Wealth Management, LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Ae Wealth Management, LLC Brokerage Details
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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
Joshua Lewis Work History
Joshua has 10 years of experience.
Ae Wealth Management, LLC
Grow Secure Dba Layman Lewis Financial Group
Layman Lewis Aum LLC
Global Financial Private Capital
City Of Loveland
Accent Custom Services
Joshua Lewis has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Ae Wealth Management, LLC
Palm Beach Gardens, FL