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| Happy Holidays!! thanks for using AUM13F!! |
| AE Wealth Management LLC
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| CRD # | 282580 |
| SEC # | 801-107319 |
| CIK # | 0001697723 |
| AUM | $37.5 B (2025-07-15) |
| Employees | 602 (72% Investors, 15% Brokers) |
| Phone | 866-363-9595 |
| Address | 2950 SW Mcclure Road Topeka, KS 66614 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.5 | ||
| Microsoft Corp | 0.4 | ||
| Apple Inc | 0.4 | ||
| Amazon Com Inc | 0.3 | ||
| Facebook Inc | 0.2 | ||
| Broadcom Inc | 0.2 | ||
| Alphabet Inc | 0.2 | ||
| J P Morgan Chase & Co | 0.1 | ||
| Procter & Gamble Co | 0.1 | ||
| Exxon Mobil Corp | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 101,708 | 24.4 |
| (b) Individuals (high net worth individuals) | 6,256 | 12.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2,552 | 0.6 |
| (h) Charitable organizations | 18 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 525 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 111,059 | 37.5 |
| By Discretionary | ||
| Discretionary | 111,059 | 37.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 111,059 | 37.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 37.5 | |
| Total | 111,059 | 37.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001697723] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Moneta Group Investment Advisors LLC
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|
MO | 42.8 |
|
Chevy Chase Trust Company
✚
|
MD | 40.3 |
|
Private Advisor Group LLC
✚
|
NJ | 37.3 |
|
Osaic FA Inc
✚
|
IN | 37.1 |
|
Marquette Associates Inc
✚
|
IL | 35.6 |
|
EP Wealth Advisors LLC
✚
|
CA | 35.6 |
|
Cliffwater LLC
✚
|
CA | 35.1 |
|
Equitable Advisors LLC
✚
|
NY | 34.7 |
|
TIAA-CREF Individual & Institutional Services LLC
✚
|
NY | 34.3 |
|
Voya Investment Management LLC
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|
GA | 32.5 |