ACE Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
ACE Wealth Management provides discretionary portfolio management to individual and high‑net‑worth clients, delivering tailored investment programs and an Investment Policy Statement that documents each client’s goals, risk tolerance, and time horizon. The firm manages client assets in‑house and offers ongoing monitoring and customized asset selection for individual accounts.
The firm’s investment approach combines multiple analysis methods — including fundamental, quantitative, technical, charting and cyclical analysis — and it constructs portfolios that emphasize equities and covered calls while also using fixed income, ETFs, REITs, TIPS and commodities for diversification. ACE routinely requests discretionary trading authority and employs a range of trading strategies, including long‑ and short‑term trading, short sales, margin transactions, and options trading (stated to include covered, uncovered and spreading strategies).
Noteworthy for a firm of this size, ACE uses derivatives and options strategies within separately managed accounts and discloses the use of uncovered options and short sales, practices that are less common among peer firms. The firm also generally requires clients to custody assets at Interactive Brokers and describes receipt of platform services from that custodian, a relationship the brochure notes as a potential source of non‑transaction benefits to the adviser.
Client services
Expertise
Fee options
<=2.00% annually
2.00% of AUM plus 20.00% on capital appreciation above high water mark
Main office
Ft Myers FL
Advisors at this office
2
Most active in
California · Florida · Texas
Also doing business as
Ace Wealth Management · Ace Wealth Management LLC
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
Advisors at this firm
Christine S
Series 65
Ft Myers, FL
ACE Wealth Management LLC
Christine Shen is a financial advisor at ACE Wealth Management LLC with three years of industry experience. She holds a Series 65 designation and has been self-employed since 2012. ACE Wealth Management provides discretionary portfolio management to individual and high-net-worth clients, offering tailored investment programs and ongoing monitoring. The firm employs multiple analysis methods and incorporates equities, covered calls, fixed income, and options strategies, including uncovered options and short sales, within separately managed accounts.
Stacy A
Series 63, Series 65
Ft Myers, FL
ACE Wealth Management LLC
Stacy Acevedo is a financial advisor at ACE Wealth Management LLC in Ft Myers, FL, with eight years of industry experience. She holds Series 63 and Series 65 credentials and has worked at ACE Wealth Management since 2016. In addition to her advisory role, she manages and presents educational webinars through NGYEN CORP. ACE Wealth Management LLC provides discretionary portfolio management services primarily to individual and high-net-worth clients. The firm employs a multi-faceted investment approach emphasizing equities and covered call strategies, incorporating derivatives and related tactics within separately managed accounts.
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