← Back to searchVisit website
AE WEALTH MANAGEMENT, LLC
CRD 282580 · SEC 801-107319
2950 SW MCCLURE ROAD, SUITE B, TOPEKA, KS, 66614, United States
Phone
866-363-9595
Fax
866-614-1176
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$49.84B
Discretionary AUM
$49.84B
Team
630 total employees; 448 advisory reps; 10 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-08
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 117769 | $30.20B |
| High net worth individuals | 9444 | $19.08B |
| Pension/profit sharing plans | 207 | $195.9M |
| Charitable organizations | 32 | $8.7M |
| Corporations/business entities | 621 | $355.9M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD