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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 Oct 1, 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
- Website
- https://www.joinaewealth.com
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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 602 | 630 | increased by28 |
| Apr 1, 2026 | Clients | 111,059 | 128,073 | increased by17,014 |
| Apr 1, 2026 | AUM | $37,525,706,084 | $49,837,385,888 | increased by$12,311,679,804 |
| Apr 1, 2026 | Accounts | 111,059 | 282,995 | increased by171,936 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 572 | 602 | increased by30 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 70,744 | 111,059 | increased by40,315 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $19,640,089,134 | $37,525,706,084 | increased by$17,885,616,950 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 142,130 | 111,059 | decreased by31,071 |
| Apr 1, 2022 | Employees | 513 | 572 | increased by59 |
| Apr 1, 2022 | Clients | 51,855 | 70,744 | increased by18,889 |
| Apr 1, 2022 | AUM | $12,637,103,953 | $19,640,089,134 | increased by$7,002,985,181 |
| Apr 1, 2022 | Accounts | 103,801 | 142,130 | increased by38,329 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “AE WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“AE WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.