Dylan James Evans
Investment adviser representative at Ae Wealth Management, LLC
10 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
10 years in the industry.
- Home Owners AssociationJan 2022 to now
- Ae Wealth Management, LLCApr 2021 to now
- Kobrin Financial ServicesSep 2020 to now
- Reliant Publishing ServicesSep 2020 to now
- UnemployedMay 2020 to Sep 2020
- Speedway, LLCJun 2019 to Aug 2019
- Korbin Financial ServicesMay 2018 to Aug 2018
- Penn State UniversityAug 2016 to May 2020
- Maya CamaApr 2016 to Aug 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7360449
- Firm CRD
- 282580