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AE WEALTH MANAGEMENT, LLC
CRD 282580File 801-107319
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Aug 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$49.84B
Top 10% of cohort (national)
Discretionary AUM
$49.84B
Clients
128,073
282,995 accounts
Employees
630
Top 10% of cohort in KS
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Feb 17, 2016
- Principal office
- 2950 SW MCCLURE ROAD, SUITE B, TOPEKA, KS, 66614
- Phone
- 866-363-9595
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $49.84B
- Discretionary AUM
- $49.84B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 282,995
- Non-discretionary accounts
- 0
- Total accounts
- 282,995
- AUM per client
- $389K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 621 | $355.9M |
| Charitable organizations | 32 | $8.7M |
| High net worth individuals | 9,444 | $19.08B |
| Pension and profit sharing plans | 207 | $195.9M |
| Individuals (other than high net worth individuals) | 117,769 | $30.20B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11C2
- Q11C4
- Q11C5
- Q11D1
- Q11D2
- Q11D3
- Q11D4
- Q11D5
- Q11E1
- Q11E2
- Q11E4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.