AE Wealth Management, LLC

RIASEC Registered

Total AUM

$49.8B

Discretionary

$49.8B

100% of AUM

Avg account

$176K

Accounts

282,995

Employees

630

Advisory reps

479

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 that began SEC registration in 2016. The firm serves both individual and family clients as well as institutional clients, offering a mix of financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, manager selection, and client education through publications and seminars. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. AE Wealth also maintains industry relationships across broker-dealers, accounting and law firms, insurance companies, and real estate brokers. FA Magazine included the firm on its Top RIA Firms list in 2020.