Ace Wealth Management LLC

Ace Wealth Management LLC (CRD# 286354) is a financial advisory firm headquartered in , . They manage $19,265,031 in 63 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
http://ace-wealth.com
By the Numbers
  • Total Assets Under Management
    19
    MILLION
  • Total Number of Accounts
    63
    ACCOUNTS
  • Average Account Value
    $305,794
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, TX

Financial Advisors at Ace Wealth Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
Stacy Acevedo, financial advisor Fort Myers FL
Stacy G. Acevedo
CRD#: 1433847
Fort Myers, FL

Stacy Acevedo (CRD# 1433847) is an Investment Advisor Representative working at Ace Wealth Management LLC in Fort Myers, FL and has over 38 years of experience in the finance industry.

2
Christine Shen, financial advisor Fort Myers FL
Christine Shen
CRD#: 7768202
Fort Myers, FL

Christine Shen (CRD# 7768202) is an Investment Advisor Representative working at Ace Wealth Management LLC in Fort Myers, FL and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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