firm profile
Ae Wealth Management, LLC
Overview
Ae Wealth Management, LLC is an SEC registered investment adviser based in Topeka, KS, registered since 2016. It reports $49.8B in assets under management across 282,995 accounts, with 630 employees. It has 459 investment adviser representatives.
- Reported AUM
- $49.8B
- Discretionary
- 100%
- Accounts
- 282,995
- Average account
- $176K
- Employees
- 630
- Advisory reps
- 459
- Registered since
- 2016
- Jurisdictions
- 53
As reported in the firm's August 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.
Executive officers 3 of 6
- David James Callanan Chief Executive Officer CRD 4237166
- Shannon Marie Larson President CRD 4298639
- Amy Michelle Klotz Chief Financial Officer CRD 6929718
3 more executive officers, with direct contact details
Advisory reps 3 of 459
- Cristina Acosta Insurance Agent · Investment Adviser Rep CRD 2485377
- Austin Albright Investment Adviser Rep CRD 8246623
- Amber Elaine Alguire Insurance Agent · Investment Adviser Rep CRD 6057594
456 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 2950 SW McClure Rd Ste B
Topeka, KS 66614 - County
- Shawnee
- Metro area
- Topeka, KS
- Region
- Midwest
Registrations
- SEC registered
- Registered in 53 jurisdictions
- Website: joinaewealth.com
Every state, with registration dates
Similar firms near Topeka
- Clayton Wealth PartnersTopeka, KS$91M AUM
- Carlson FinancialTopeka, KS$632M AUM
- Endeavor Private Wealth, Inc.Topeka, KS$595M AUM
- Ofg Financial Services, Inc.Topeka, KS$271M AUM
- Cornerstone AdvisorsTopeka, KS$265M AUM
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