ACE Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$14,461,939
Total clients
48
31% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
24
Average account size
$301,290
About
ACE Wealth Management LLC provides discretionary portfolio management services to individual and high‑net‑worth clients. The firm manages approximately $14.5 million across about 48 client accounts and documents each client’s goals, risk tolerance, and constraints in an Investment Policy Statement.
Its investment process draws on charting, cyclical, fundamental, quantitative and technical analysis to build tailored portfolios, with a primary emphasis on equities and covered call strategies alongside fixed income, ETFs, real estate funds, TIPS and commodities when appropriate. ACE requests discretionary trading authority, monitors accounts regularly, and states a policy of fair and equitable allocation of limited investment opportunities among clients.
A distinctive operational feature is the firm’s use of derivatives and related strategies within separately managed accounts: the brochure discloses options trading (including covered, uncovered and spread strategies), as well as short sales and margin transactions, which is uncommon among peers in this category. The firm also generally requires clients to custody assets with Interactive Brokers, manages client assets in‑house rather than selecting third‑party advisers, and offers performance‑based fee arrangements for qualified clients with a high‑water‑mark provision.
Client services
Expertise
Fee options
Up to 2.00% annually
20.00% performance fee on capital appreciation with a 2.00% annual base fee, subject to high water mark
Fee-only: Annual advisory fee up to 2.00% of assets under management
Main office location
ACE Wealth Management LLC
Ft Myers FL, United States
Number of offices
1
Most active in
California · Florida · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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