David Vincent Menegus
Investment adviser representative at Ae Wealth Management, LLC
17 yearsExperience
1 stateRegistered in
$49.8BFirm assets
10 yearsFirm in business
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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
17 years in the industry.
- Ae Wealth Management, LLCNov 2025 to now
- Bahati Incorporated dba BluepinefinancialOct 2025 to now
- Cetera Investment Advisers LLCJun 2023 to Nov 2025
- Cetera Advisor Networks LLCMay 2021 to Jun 2023
- Cetera Wealth Services, LLCSep 2019 to Nov 2025
- Summit Financial Group IncOct 2009 to May 2021
- Summit Brokerage Services IncOct 2009 to Sep 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (OR).
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
- 2277235
- Firm CRD
- 282580