AE Wealth Management LLC

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Assets, Funds, Holdings

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AE Wealth Management LLC
CRD #282580
SEC #801-107319
CIK #0001697723
AUM $1,924.9 BB (2023-03-31)
Employees 572 (76% Investors, 12% Brokers)
Phone866-363-9595
Address2950 SW Mcclure Road
Topeka, KS 66614
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($BB)
20001600120080040002010201420192024
Sector Form 13F Holdings Cap ($BB) Value ($BB)
AAPL 2,382.8 0.4
MSFT 1,918.2 0.2
AMZN 1,093.0 0.1
XOM 385.5 0.1
NVDA 399.6 0.1
CVX 294.6 0.1
 
 
 
 
 
Holdings by Sector ($BB)
2016128402016201820212024
AUM Breakdown Accounts AUM ($BB)
By Client Type
(a) Individuals (other than high net worth individuals) 64,750 13.9
(b) Individuals (high net worth individuals) 3,110 5.3
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 2,646 0.3
(h) Charitable organizations 13 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 225 0.1
(n) Other 0 0.0
Total 142,130 19.6
By Discretionary
Discretionary 142,130 19.6
Non-Discretionary 0 0.0
Total 142,130 19.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 19.6
Total 142,130 19.6
EDGAR Form CIK 2011 - 2024
13F-HR [0001697723]
Comparable Firms State AUM ($BB)
Morgan Stanley Smith Barney LLC
NY 1,185.1
Fidelity Personal and Workplace Advisors LLC
MA 652.5
UBS Financial Services Inc
NJ 600.8
Mitsubishi UFJ Trust and Banking Corporation
431.2
Ameriprise Financial Services LLC
MN 414.4
LPL Financial LLC
SC 368.0
Envestnet Asset Management Inc
IL 346.8
Raymond James Financial Services Advisors Inc
FL 245.2
Financial Engines Advisors LLC
CA 242.0
Voya Investment Management Co LLC
NY 236.7
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