Kurt Dimanna
Investment adviser representative at Ae Wealth Management, LLC
10 yearsExperience
1 stateRegistered 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.
- Labarge Tax, LLCMar 2026 to now
- Ae Wealth Management, LLCFeb 2026 to now
- Labarge FinancialFeb 2026 to now
- Curio Wealth, LLCJan 2024 to Jan 2026
- Annapolis Financial Services, LLCNov 2022 to Dec 2023
- Turner, Leins, and Gold LLCJul 2020 to Nov 2022
- Pbmares, LLPOct 2017 to Jul 2020
- Wells, Houser, and Schatzel, P.A.Dec 2016 to Jul 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MD).
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
- 7973260
- Firm CRD
- 282580