AE WEALTH MANAGEMENT, LLC

TOPEKA, KS

866-363-9595

SEC #801-107319

Total AUM

$49.8B

Employees

630

Clients

128,073

Firm overview

Client Breakdown by AUM

AUM previous 5 years

Smooth Smooth / Detailed

Business

Principal Address

2950 SW MCCLURE ROAD
SUITE B
TOPEKA
KS 66614
United States

Operating Hours

8:00 A.M. - 5:00 P.M.
Monday - Friday

Phone

866-363-9595

Other Offices

314

Financials

Total AUM

$49.8B

Accounts

282,995

Discretionary

$49.8B

Accounts

282,995

Non-Discretionary

Accounts

Clients

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Individual Clients

117,769

AUM

$30.2B

HNW Individual Clients

9,444

AUM

$19.1B

Pension/Profit Sharing Plan Clients

207

AUM

$195.9M

Charitable Organization Clients

AUM

$8.7M

Corporation or Business Clients

621

AUM

$355.9M

Services

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Services Offered

Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications

Compensation Types

Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Compliance

Disclosures

Other Regulator Cause of Denial/SuspensionOther Regulator Denial/Suspension/RevocationOther Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Discipline/Expulsion/SuspensionSRO False Statement FindingSRO Rule Violation

State Registrations

AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVIVTWAWIWV

Affiliates

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Affiliates

Reported 22 business affiliates.

Claimed Affiliates

Reported as an affiliate by 3 other businesses.