Sarah Houston Ziese
Investment adviser representative at Ae Wealth Management, LLC
15 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
15 years in the industry.
- Ae Wealth Management, LLCJul 2026 to now
- Ae Financial Services, LLCJul 2026 to now
- American Heritage FinancialMay 2025 to now
- Ziese Home Services LLCOct 2024 to now
- Tip Group LLCJun 2022 to Jun 2025
- One America FinancialMar 2022 to Nov 2024
- The O.N. Equity Sales CompanyMar 2021 to Jun 2022
- Multiple CarriersAug 2020 to Jun 2025
- AXA Equitable AdvisorsAug 2018 to Aug 2020
- Katy IsdAug 2011 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2020
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
- 6961883
- Firm CRD
- 282580