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| AE Wealth Management LLC
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|---|---|
| CRD # | 282580 |
| SEC # | 801-107319 |
| CIK # | 0001697723 |
| AUM | $27.1 BB (2024-08-20) |
| Employees | 578 (78% Investors, 0% Brokers) |
| Phone | 866-363-9595 |
| Address | 2950 SW Mcclure Road Topeka, KS 66614 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| AAPL | 2,382.8 | 0.3 | |
| MSFT | 1,918.2 | 0.3 | |
| NVDA | 399.6 | 0.2 | |
| AMZN | 1,093.0 | 0.2 | |
| GOOGL | 1,475.1 | 0.1 | |
| JPM | 340.2 | 0.1 | |
| META | 434.9 | 0.1 | |
| XOM | 385.5 | 0.1 | |
| PG | 338.1 | 0.1 | |
| UNH | 477.0 | 0.1 |
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 87,391 | 19.3 |
| (b) Individuals (high net worth individuals) | 4,872 | 7.5 |
| (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 | 2,081 | 0.2 |
| (h) Charitable organizations | 0 | 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 | 477 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 277,294 | 27.1 |
| By Discretionary | ||
| Discretionary | 277,294 | 27.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 277,294 | 27.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 27.1 | |
| Total | 277,294 | 27.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001697723] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Private Advisor Group LLC
✚
|
NJ | 31.5 |
|
Equitable Advisors LLC
✚
|
NY | 29.8 |
|
Buckingham Strategic Partners LLC
✚
|
MO | 28.5 |
|
Cliffwater LLC
✚
|
CA | 26.7 |
|
Savant Capital LLC
✚
|
IL | 26.3 |
|
Capital Advisors Group Inc
✚
|
MA | 25.9 |
|
The Ayco Company LP
✚
|
NY | 25.9 |
|
Addenda Capital Inc
✚
|
25.2 | |
|
Prime Capital Investment Advisors LLC
✚
|
KS | 24.4 |
|
Marquette Associates Inc
✚
|
IL | 23.0 |