Arthur Andrew Isberg
Investment adviser representative at Ae Wealth Management, LLC
23 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
23 years in the industry.
- Ae Wealth Management, LLCMay 2025 to now
- Alto Financial GroupJul 2024 to now
- Encompass More Asset Management LLCAug 2024 to May 2025
- Im Ventures, LLCNov 2023 to Jan 2025
- Covered Insurance SolutionsJun 2022 to Nov 2023
- Arrowmark PartnersApr 2022 to Jun 2022
- Ares Wealth Management SolutionsApr 2019 to Dec 2022
- Janus Henderson InvestorsDec 2003 to Apr 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 4738696
- Firm CRD
- 282580