Spencer
Dix

Ae Wealth Management, LLC

CRD#7264879
Investment Advisor
in The Villages, FL

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About this Advisor

Spencer Dix is a financial advisor based in The Villages, Florida, working with Ae Wealth Management, LLC. Spencer has previously held positions at Ae Wealth Management, LLC, Baum Financial Services, and Baum Wealth Management. Spencer has passed the Series 65 regulatory exam and is registered to provide services in Florida. Currently, Spencer is part of Ae Wealth Management, LLC, which operates out of The Villages, Florida. The firm has 343 offices and 578 employees. The firm manages assets totaling $27.1 billion and serves high-net-worth clients. The services offered by the firm include 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. The fee structure at Ae Wealth Management, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

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

Office Location

940 Lake Shore Dr Ste 100
The Villages, FL 32162

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Ae Wealth Management, LLC Brokerage Details

Total Assets Under Management

$27,082,623,332

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

578

FL Average: 44
Total Number of Accounts

277,294

FL Average: 4,091
Average Account Size

$97,668

FL Average: $548,316

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

Spencer Dix Work History

2020 - Present (5 years)

Baum Wealth Management

2012 - Present (13 years)

Ae Wealth Management, LLC

2012 - Present (13 years)

Baum Financial Services

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Disclosures

Please visit the SEC profile of Spencer Dix to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Ae Wealth Management, LLC

Jennifer Cramer
Marietta, GA
Douglas Lederer
Omaha, NE
Michael Bui
Argyle, TX
Ashley Romans
Topeka, KS
William Sneckner
Englewood, CO
Dayne Ventrone
Sun City, AZ
Konrad Jurgens
Prospect, KY
Alexander Staverosky
Englewood, CO

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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