Wade Stephen Ritchie
Investment adviser representative at Ae Wealth Management, LLC
30 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
30 years in the industry.
- Ae Wealth Management, LLCAug 2025 to now
- Runestad Financial Services, LtdAug 2025 to now
- Great Lakes Legacy Group, LLCJul 2010 to Aug 2025
- Wade S. Ritchie - Sole ProprietorMay 1996 to Aug 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 1 state (IN).
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
- 2742968
- Firm CRD
- 282580