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Andrew Thomas Hackworth

Investment adviser representative at Ae Wealth Management, LLC
12 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

12 years in the industry.

  1. Ae Wealth Management, LLCFeb 2024 to now
  2. Russell Total Wealth & WellnessSep 2021 to now
  3. Andrew HackworthDec 2015 to now
  4. Arkadios CapitalSep 2022 to Mar 2024
  5. Arkadios Wealth AdvisorsSep 2022 to Mar 2024
  6. Kalos Capital, Inc. & Kalos ManagementSep 2021 to Sep 2022
  7. J.P. Morgan Securities LLCDec 2020 to Sep 2021
  8. JPMorgan Chase Bank, N.A.Sep 2019 to Sep 2021
  9. Mast Technology Services, IncAug 2019 to Aug 2019
  10. Dayton Eye Surgery CenterMay 2019 to Jul 2019
  11. Best BuyJul 2017 to Oct 2017
  12. Kohl'sMar 2017 to Jul 2017
  13. Performing Arts, Spectator Sports & Related IndustriesAug 2016 to Nov 2019
  14. Wright State UniversityAug 2015 to May 2019
  15. Gordon Food Service StoreApr 2014 to Jul 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2021
  • Series 63 · Uniform Securities Agent State Law2021

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
7327123
Firm CRD
282580
Advisor's SEC record (opens in a new tab)
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