Peter Svend Tychsen
Investment adviser representative at Ae Wealth Management, LLC
26 yearsExperience
1 stateRegistered in
$49.8BFirm assets
10 yearsFirm in business
Are you Peter Svend Tychsen? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
26 years in the industry.
- National Retirement FoundationDec 2025 to now
- Ae Wealth Management, LLCJul 2025 to now
- Preservation Insurance Group IncJun 2025 to now
- Monroe Commerical, LLCJan 2025 to now
- Sofa (society of Financial Advisors)Apr 2023 to now
- Association of Financial ConsultantsFeb 2023 to now
- Brook Trout, LLCJan 2016 to now
- Geneva HomesJan 2016 to now
- St Homes 123, LLCDec 2015 to now
- Big Bend Homes, LLCJan 2014 to now
- Preservation Financial GroupFeb 2000 to now
- Gibbs Wealth Management, LLCAug 2022 to Jul 2025
- Brookstone Wealth Advisors LLCAug 2014 to Sep 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 1 state (FL).
Ae Wealth Management, LLC
$49.8BAssets managed
128,073Clients
464Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1653316
- Firm CRD
- 282580