Brett Eric Gottlieb
Investment adviser representative at Ae Wealth Management, LLC
20 yearsExperience
2 statesRegistered in
$49.8BFirm assets
10 yearsFirm in business
Are you Brett Eric Gottlieb? 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
20 years in the industry.
- Ae Wealth Management, LLCMar 2019 to now
- Comprehensive Advisor, LLCJan 2011 to now
- Legacy Road, LLCJan 2012 to Jun 2019
- Officialquote Insurance Services LLCJul 2006 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
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
- 3245674
- Firm CRD
- 282580