AE WEALTH MANAGEMENT, LLC

2950 Sw Mcclure Road
Suite B
Topeka, Kansas 66614
Tel: 866-363-9595

About AE WEALTH MANAGEMENT, LLC

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 344 offices throughout the country.

AE WEALTH MANAGEMENT, LLC is a Topeka, Kansas based Financial Planning firm with nearly $27,082,623,332 assets under management, offering retirement planning & investment advisory services to 277294 clients. The firm is staffed with 578 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	282580
SEC#	801-107319
Assets Managed by Firm	$27,082,623,332
No. of Clients	277294
No. of Advisors	578

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	277294	$27,082,623,332
Individuals (other than high net worth individuals)	87391	$19,301,008,599
High net worth individuals	4872	$7,495,382,779
Pension and profit sharing plans	2081	$194,597,352
Corporations or other businesses	477	$91,634,602

More Retirement Planning firms in Topeka, Kansas:

Firm Name	Assets Under Management	Total Clients	Total Advisors
CREATIVE PLANNING 5454 W. 110th Street Overland Park, KS, 66211	$217,399,324,981	269686	1428
ONEDIGITAL INVESTMENT ADVISORS 11101 Switzer Road, Suite 200 Overland Park, KS, 66210	$107,102,338,153	57121	550
MARINER WEALTH 5700 W. 112th Street, Suite 500 Overland Park, KS, 66211	$81,106,925,484	132567	1498
PRIME CAPITAL FINANCIAL 6201 College Blvd., Suite #150 Overland Park, KS, 66211	$24,362,866,552	30635	353
PALMER SQUARE CAPITAL MANAGEMENT LLC 1900 Shawnee Mission Parkway, Suite 315 Mission Woods, KS, 66205	$22,544,205,893	149	56

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