ACE Wealth Management LLC
RIASEC Registered
Total AUM
$7.2M
Discretionary
$7.2M
100% of AUM
Avg account
$219K
Accounts
33
Employees
2
Advisory reps
2
Firm details
- Headquarters
- ,
- CRD number
- 286354
- Website
- ace-wealth.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI52.14%
- Individuals47.86%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
ACE Wealth Management LLC is a small, privately owned RIA operating as a limited liability company that serves individual and family clients. The firm focuses on portfolio management for individuals and small businesses and charges clients on a percentage-of-AUM fee model. It does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities78%
- Cash & Cash Equivalents22%
Contacts
2 of 2
Stacy Acevedo
Managing MemberCRD 1433847
Christine Shen
Director of ResearchCRD 7768202
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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