David B Padgett
Investment adviser representative at Ae Wealth Management, LLC
19 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
19 years in the industry.
- Ae Financial Services, LLCJul 2026 to now
- Ae Wealth Management, LLCJul 2026 to now
- American Heritage FinancialMay 2026 to now
- Padgett Private Wealth, LLCMar 2026 to now
- US NavyMay 2007 to now
- Oneamerica SecuritiesMar 2026 to Jun 2026
- American United LifeOct 2025 to Jun 2026
Exams passed
- Series 66 · Uniform Combined State Law2017
- Series 65 · Uniform Investment Adviser Law2025
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 8184299
- Firm CRD
- 282580