AE WEALTH MANAGEMENT, LLC

RIASEC RegisteredEst. 2016

Total AUM

$49.8B

Discretionary

$49.8B

100% of AUM

Avg account

$176K

Accounts

282,995

Employees

630

Advisory reps

449

Firm details

Headquarters: TOPEKA, Kansas
CRD number: 282580
Registered since: February 17, 2016
Website: aewealthmanagement.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals60.6%
HNWI38.28%
Corporations / Businesses0.71%
Pension & Profit Sharing Plans0.39%
Charitable Organizations0.02%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

AE Wealth Management, LLC is an independent registered investment adviser formed in 2016 and organized as a limited liability company. The firm serves a mix of individual, family and institutional clients and offers a suite of advisory services spanning financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, selection of sub‑advisers, and client education through publications and seminars. Its fee arrangements include percentage‑of‑AUM billing as well as hourly and fixed‑fee engagements. AE Wealth lists relationships across the financial services ecosystem — including broker‑dealers, other investment advisers, accountants, law firms, insurance companies and real estate brokers — and was recognized by FA Magazine as a Top RIA firm in 2020.