John Tolan Mints Sr
Financial advisor at Ae Wealth Management LLC · Mansfield, TX
Last updated 2026-10-10
Claim your profileJohn Tolan Mints Sr is a financial advisor at Ae Wealth Management LLC in Mansfield, TX, CRD 6559195. Licenses and exams on the registration: Series 65. IAPD registration began 2015-10-05.
Registration
- CRD number
- 6559195
- Registration status
- Active
- IAPD registration
- 2015-10-05
- Industry Experience
- 11 years
- Work Experience
- 18 years
- States registered
- TX
Licenses and exams
- Series 65
Work history
- 2008-07 to Present · Biltmore Financial Services, Inc. · Mansfield, TX
- 2015-09 to 2018-10 · Regal Investment Advisors · Mansfield, TX
- 2018-10 to 2023-11 · Triumph Wealth Advisors, Inc. · Woodstock, GA
- 2023-11 to Present · Ae Wealth Management, LLC · Topeka, KS
Current employment
- Ae Wealth Management, LLC · Topeka, KS
Ae Wealth Management LLC
- Regulatory AUM
- $49,837,385,888
- Registered advisors
- 471
- Offices
- 388
- Clients per advisor
- 271.9 (Very high)
- Average AUM per client
- $389.1K (Low)
- High-net-worth client ratio
- 7.4% (Low)
Ae Wealth Management LLC: advisors, services and reported ETF investments
About
John Tolan Mints Sr is a financial advisor at Ae Wealth Management, LLC in Mansfield, TX. Reported securities licenses include Series 65. The latest record indicates 11 years of industry experience and 18 years of reported work history. Reported roles include Biltmore Financial Services, Inc., Triumph Wealth Advisors, Inc., Regal Investment Advisors.
SEC disclosures list additional business and community activities: 1) Biltmore Financial Services: Selling annuities & life insurance; Speak at events and contributes annually as a donor.
Ae Wealth Management LLC's firm-level Form ADV reports 471 advisors across 388 offices; approximately 271.9 clients per advisor, average assets per client of $389,133, and regulatory AUM of $49.8B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $9.9B across 1,395 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to John Tolan Mints Sr personally.
Reported ETF positions
Ae Wealth Management reports 1,395 ETF positions worth $9.9B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| VNLA — Janus Henderson Short Duration Income ETF | $433.5M |
| IVV — iShares Core S&P 500 ETF | $387.7M |
| SPYG — State Street SPDR Portfolio S&P 500 Growth ETF | $353.4M |
| AVIG — Avantis Core Fixed Income ETF | $270.3M |
| SPYM — State Street SPDR Portfolio S&P 500 ETF | $266.1M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Ae Wealth Management's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $92.9M | Top 99.8% | Peer conviction 86.8% · Active return +4.88% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $92.9M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | CORO — iShares International Country Rotation Active ETF | $85.9M | Top 99.8% | Residual alpha +5.96% · Residual Sharpe 0.24 |
| Diversification Benefits | VBIL — Vanguard 0-3 Month Treasury Bill ETF | $27.2M | Top 99.7% | Replicability (R²) 20.7% · Residual Sharpe 2.33 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Ae Wealth Management LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Publication of Periodicals or Newsletters
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Accountant or Accounting Firm
- Lawyer or Law Firm
- Insurance Company or Agency
- Real Estate Broker or Dealer
Location
717 Highway 287 N, Mansfield, TX 76063
3 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 866-363-9595
- Website: joinaewealth.com
- Youtube
Official record
Are you John Tolan Mints Sr?
Claim your profile to add your biography, services, expertise, client focus, investment approach and fees. Advisor-confirmed information is separate from public SEC records.