Eric James Bludau
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.
- Team Wealth Management LLCFeb 2026 to now
- Lazy B Cattle CompanyOct 2025 to now
- Lazy B RanchesOct 2025 to now
- Ae Wealth Management, LLCJan 2024 to now
- Bludau Ranches LPDec 2015 to now
- Team Retirement Solutions LLCOct 2009 to now
- Garrett and Linda Anders Life Insurance TrustApr 2026 to Jul 2026
- Institutional Securities CorpApr 2013 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (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
- 4570957
- Firm CRD
- 282580