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Theodore Ellis Ake

WILLINGDON WEALTH MANAGEMENT LLC·HUNTERSVILLE, North Carolina
Unclaimed Profile
13801 REESE BOULEVARD, HUNTERSVILLE, NC 28078CRD# 1715634Firm CRD# 129613
01

About

Theodore Ellis Ake is a registered financial advisor based in HUNTERSVILLE, North Carolina, affiliated with WILLINGDON WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
WILLINGDON WEALTH MANAGEMENT LLC
WILLINGDON WEALTH MANAGEMENT LLC
AUM
$865M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at WILLINGDON WEALTH MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
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Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1715634
Firm CRD# 129613
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Theodore Ellis Ake offer?
Theodore Ellis Ake specializes in Financial Planning, Investment Management. Contact their office in HUNTERSVILLE, North Carolina for a consultation.
What are Theodore Ellis Ake's credentials?
Theodore Ellis Ake is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Theodore Ellis Ake located?
Theodore Ellis Ake is based in HUNTERSVILLE, North Carolina, working with WILLINGDON WEALTH MANAGEMENT LLC. Their office serves clients in the HUNTERSVILLE metropolitan area and surrounding communities.
How does Theodore Ellis Ake charge for services?
Theodore Ellis Ake's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WILLINGDON WEALTH MANAGEMENT LLC?
WILLINGDON WEALTH MANAGEMENT LLC has approximately 12 employees and manages $865M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in HUNTERSVILLE
Craig Alan Rubrecht — CORNERSTONE WEALTH GROUP, LLCBrian Todd Needleman — CORNERSTONE WEALTH GROUP, LLCJeffrey Alan Carbone — CORNERSTONE WEALTH GROUP, LLCAndrew Kelsey Smith — CORNERSTONE WEALTH GROUP, LLCLewis Michael Kayes — WILLINGDON WEALTH MANAGEMENT LLC
Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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