Matthew S Klaess
Investment adviser representative at Ae Wealth Management, LLC
18 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
18 years in the industry.
- Wealth.comNov 2025 to now
- Ae Wealth Management, LLCJun 2017 to now
- Msk Insurance Agency, LLCJan 2010 to now
- Paradigm Wealth Management, LLCJun 2008 to now
- Tfo-tdc, LLCJan 2015 to Jul 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2012
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
- 5997715
- Firm CRD
- 282580