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Wade Ritchie

Ae Wealth Management, LLC
17 Years of Experience
Fort Wayne, IN
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary

Wade Ritchie is a registered investment advisor at Ae Wealth Management, LLC, based in Fort Wayne, IN, with 17 years of industry experience. Wade operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 128,073 clients with $50B in assets under management.

Ae Wealth Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
463 advisors
Number of Clients
128,073 clients
Average Client Portfolio
$389K average
Assets Under Management
$49.8B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Fees are negotiable and set by individual investment advisor representatives up to a maximum annual rate of 2.50% (rates above 2.0% require compliance approval).

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3925 Union Chapel Rd, Fort Wayne, IN, 46845

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
April 2020
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Wade is a sole proprietor in South Bend, Indiana, working as an independent insurance agent since 1996, selling insurance products and services. This activity takes up nearly all of Wade's time.

Employment History
Current Registrations
Ae Wealth Management, LLC
August 2025 - Present · 1 yr 2 mos
Previous Registrations
Great Lakes Legacy Group, LLC
August 2010 - August 2025 · 15 yrs
United Advisors Corporation
November 2008 - June 2010 · 1 yr 7 mos
State Registrations1 state
IN
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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