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AE Wealth Management LLC
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CRD # | 282580 |
SEC # | 801-107319 |
CIK # | 0001697723 |
AUM | $1,924.9 BB (2023-03-31) |
Employees | 572 (76% Investors, 12% Brokers) |
Phone | 866-363-9595 |
Address | 2950 SW Mcclure Road Topeka, KS 66614 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
Total AUM ($BB) |
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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 ($BB) |
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AUM Breakdown | Accounts | AUM ($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 |