Ryan J Morehead
Investment adviser representative at Ae Wealth Management, LLC
12 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
12 years in the industry.
- Ae Wealth Management, LLCJul 2026 to now
- Ae Financial Services, LLCJul 2026 to now
- Sports OfficialOct 2025 to now
- American Heritage FinancialMay 2025 to now
- Morehead Cleaning LLCOct 2024 to now
- Rjlw Holdings, LLCSep 2014 to now
- Tip Group LLCJun 2022 to Nov 2024
- The O.N. Equity Sales CompanySep 2016 to Jun 2022
- Multiple CarriersMar 2016 to Nov 2024
- The Fitzpatrick GroupMar 2016 to Oct 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (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
- 6264156
- Firm CRD
- 282580