James Daniel Vitou
Investment adviser representative at Ae Wealth Management, LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$49.8BFirm assets
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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.
- Association of Financial ConsultantsSep 2025 to now
- Ae Wealth Management, LLCJul 2023 to now
- Vitou Financial Services, LLCJun 2018 to now
- Horter Investment Management, LLCDec 2018 to Jul 2023
- Aon Risk SolutionsApr 2016 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (OH, 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
- 7055536
- Firm CRD
- 282580