Heidi Rae Ardis
Investment adviser representative at Ae Wealth Management, LLC
10 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
10 years in the industry.
- For the CoastDec 2025 to now
- AuthorOct 2023 to now
- Ae Wealth Management, LLCApr 2023 to now
- Agape Wealth, LLCMar 2023 to now
- Foundations Investment Advisors LLCFeb 2020 to Mar 2023
- Roberts Wealth ManagementJul 2019 to Mar 2023
- Longview Planning Partners dba of Mass MutualOct 2016 to Jul 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (MS, 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
- 5373120
- Firm CRD
- 282580