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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-13-2017
- Office Locations
- 2
Office Locations
About ACE Wealth Management LLC
ACE Wealth Management (Fort Myers, FL) is a fee-only fiduciary RIA providing comprehensive financial planning and discretionary portfolio management for individuals, families, and business owners. The firm emphasizes transparent reporting and unbiased advice, using fundamental analysis alongside technical and market trend inputs across equities and derivatives (options/futures/FX/commodities). Notable: principals have developed and taught market-education courses for institutions including CNBC and CME; custodies with Interactive Brokers.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
STACY GWEN ACEVEDO
Chief Compliance Officer, Managing Member, Trader
- CRD
- #1433847
- Ownership
- 75% or more
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Unlock allContacts
Christine Shen
--
- CRD
- #7768202
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,211,649 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,211,649 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,211,649
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,801,853,790 | 50.4% |
| Cash | $3,741,506,905 | 49.6% |
| Total | $7,543,360,695 | 100.0% |