Joshua Matthew Wyatt
Investment adviser representative at Ae Wealth Management, LLC
11 yearsExperience
2 statesRegistered 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
11 years in the industry.
- Ae Wealth Management, LLCMar 2019 to now
- Jones Advisory GroupJan 2019 to now
- Blue Cross and Blue Shield of KansasJul 2018 to Dec 2018
- Lewis Toyota Auto GroupMar 2018 to Jun 2018
- Livewatch Security LLCNov 2015 to Feb 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 2 states (KS, MO).
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
- 4945486
- Firm CRD
- 282580