Joshua
Lewis

Ae Wealth Management, LLC

CRD#6150847
Investment Advisor
in Loveland, CO

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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

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

5401 Stone Creek Circle Suite 201
Loveland, CO 80538

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Ae Wealth Management, LLC Brokerage Details

Total Assets Under Management

$8,583,746,349

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

475

CO Average: 44
Total Number of Accounts

74,292

CO Average: 4,091
Average Account Size

$115,541

CO 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

Joshua Lewis Work History

Joshua has 10 years of experience.

2017 - Present (4 years)

Ae Wealth Management, LLC

2012 - Present (9 years)

Grow Secure Dba Layman Lewis Financial Group

2012 - Present (9 years)

Layman Lewis Aum LLC

2013 - 2017 (4 years)

Global Financial Private Capital

2010 - 2010 (< 1 year)

City Of Loveland

2010 - 2012 (2 years)

Accent Custom Services

Disclosures

Joshua Lewis has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ae Wealth Management, LLC

Kirk Stewart
Topeka, KS
Nathaniel Miller
Topeka, KS
Craig Gordinier
Topeka, KS
Samantha Shucavage
Wilmington, NC
Michael Battaglia
Evansville, IN
Timothy Mcdermott
Chattanooga, TN
Brent Capehart
Alpharetta, GA
Jonathan Frances
Palm Beach Gardens, FL

This content was compiled from the SEC and FINRA.

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