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AE WEALTH MANAGEMENT, LLC

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

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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 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.

Firm Information

SEC Current StatusApproved
Firm CRD#282580
SEC# 801-107319
Assets Managed by Firm $21,800,698,476
No. of Clients 177044
No. of Advisors 571

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters
  • Educational Seminars/ Workshops

Firm Client Information

No. of ClientsAUM
Firm Total177044$21,800,698,476
Individuals (other than high net worth individuals)79206$16,119,564,615
High net worth individuals2723$5,112,188,191
Pension and profit sharing plans3364$398,370,777
Charitable organizations69$10,808,687
Corporations or other businesses364$159,766,206
Inquire with AE WEALTH MANAGEMENT, LLC

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ONEDIGITAL INVESTMENT ADVISORS
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MARINER WEALTH ADVISORS
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PALMER SQUARE CAPITAL MANAGEMENT LLC
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$20,767,599,39714848
PRIME CAPITAL INVESTMENT ADVISORS, LLC
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Overland Park, KS, 66211
$16,687,174,48321894329

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