RIA Intel›Advisers›Florida›ACE WEALTH MANAGEMENT LLC

ACE WEALTH MANAGEMENT LLC

Advisory

Data as of May 18, 2026 · Source: SEC Form ADV

Rank in FL

#2,254

of 2,610 advisers by AUM

Average account

$219K

across 33 accounts

AUM per adviser

$4M

2 advisers

Source: SEC Form ADV. Figures as filed May 18, 2026.

Total AUM

$7M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$7M

Discretionary AUM$7M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients33

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, FL, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

33 clients

9 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

CUMULARE ASSET MANAGEMENT, LLC

$7M

DAVID LEWIS KARP

$7M

COASTAL EQUITY MANAGEMENT, LLC

PENSACOLA, FL

$7M

PLAN AHEAD ADVISORS, INC.

WEST PALM BEACH, FL

$7M

S12 GROUP LLC

$7M

LIPTON CAPITAL MANAGEMENT

$7M

Get the full picture on ACE WEALTH MANAGEMENT LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track ACE WEALTH MANAGEMENT LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans