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| AE Wealth Management LLC
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|---|---|
| CRD # | 282580 |
| SEC # | 801-107319 |
| CIK # | 0001697723 |
| AUM | 49.84 B (2026-06-08) |
| Employees | 630 (71% Investors, 13% Brokers) |
| Phone | 866-363-9595 |
| Address | 2950 SW Mcclure Road Topeka, KS 66614 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.6 | ||
| Apple Inc | 0.6 | ||
| Microsoft Corp | 0.5 | ||
| Amazon Com Inc | 0.3 | ||
| Alphabet Inc | 0.3 | ||
| Broadcom Inc | 0.2 | ||
| Facebook Inc | 0.2 | ||
| J P Morgan Chase & Co | 0.1 | ||
| Johnson & Johnson | 0.1 | ||
| Cisco Systems Inc | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 117,769 | 30.2 |
| (b) Individuals (high net worth individuals) | 9,444 | 19.1 |
| (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 | 207 | 0.2 |
| (h) Charitable organizations | 32 | 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 | 621 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 282,995 | 49.8 |
| By Discretionary | ||
| Discretionary | 282,995 | 49.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 282,995 | 49.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 49.8 | |
| Total | 282,995 | 49.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001697723] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 10 |
| Serves | Institutional, Retail, Research |
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|---|---|---|
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