Amelia Grace Shechet

Ae Wealth Management, LLC

1 Year of Experience

View SEC Summary

Areas of Practice

Investment Management

Ae Wealth Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

422 advisors

Number of Clients

111,059 clients

Average Client Portfolio

$338K average

Assets Under Management

$37.5B

Fee Structure

Minimum Investment:$10K

Financial Planning:Investment management only

Location

80 Peachtree Rd, Ste 220, Asheville, NC, 28803

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Ae Wealth Management, LLC

April 2024 - Present · 1 yr 10 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.