Blake Thomas Moore
Investment adviser representative at Ae Wealth Management, LLC
15 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
15 years in the industry.
- Prosperity Health Group LLCApr 2025 to now
- Ae Wealth Management, LLCJan 2024 to now
- Prosperity Wealth Group, LLCJul 2023 to now
- Regal Investment Advisors, LLCDec 2023 to Jan 2024
- Sequent Planning, LLCJan 2019 to Dec 2023
- Futurity First Insurance GroupMar 2017 to Jul 2023
- Mutual of Omaha Investor Services, IncAug 2011 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 2 states (OH, VA).
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
- 5874556
- Firm CRD
- 282580