2950 Sw Mcclure Road
Suite B
Topeka, Kansas 66614
Tel: 866-363-9595
AE WEALTH MANAGEMENT, LLC, formally registered with the SEC as AE WEALTH MANAGEMENT, LLC. The firm was established in 02/17/2016. They have over 451 offices throughout the country.
AE WEALTH MANAGEMENT, LLC is a Topeka, Kansas based Financial Planning firm with nearly $21,800,698,476 assets under management, offering retirement planning & investment advisory services to 177044 clients. The firm is staffed with 571 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 282580 |
SEC# | 801-107319 |
Assets Managed by Firm | $21,800,698,476 |
No. of Clients | 177044 |
No. of Advisors | 571 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 177044 | $21,800,698,476 |
Individuals (other than high net worth individuals) | 79206 | $16,119,564,615 |
High net worth individuals | 2723 | $5,112,188,191 |
Pension and profit sharing plans | 3364 | $398,370,777 |
Charitable organizations | 69 | $10,808,687 |
Corporations or other businesses | 364 | $159,766,206 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$155,328,127,625 | 222474 | 1165 | |
$89,148,595,824 | 25199 | 550 | |
$65,874,566,238 | 112465 | 1465 | |
PALMER SQUARE CAPITAL MANAGEMENT LLC 1900 Shawnee Mission Parkway, Suite 315 Mission Woods, KS, 66205 | $20,767,599,397 | 148 | 48 |
$16,687,174,483 | 21894 | 329 |
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