Wealth Manager
    SEC Registered
    Manages Private Funds

    Ae Wealth Management, LLC

    Registered investment advisor · Topeka, Kansas · CRD #282580

    Assets Under Management
    $49.8B
    Client Accounts
    282,995
    Employees
    630
    CRD Number
    282580
    Registration
    SEC Registered
    Custodian
    Fidelity Brokerage Services Llc, Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Ae Wealth Management, LLC

    AE Wealth Management, LLC is a registered investment advisor based in Topeka, Kansas, founded in February 2016 by David Callanan and David Bach. The firm provides asset management, financial planning, and investment solutions through a nationwide network of independent financial advisors and investment advisory representatives. AE Wealth manages approximately $6 billion in total platform assets and emphasizes a client-first approach with a focus on conservative, personalized investment strategie

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Ae Wealth Management, LLC

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    Frequently Asked Questions

    What is Ae Wealth Management, LLC's AUM?

    Ae Wealth Management, LLC reports approximately $49.8B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Ae Wealth Management, LLC headquartered?

    Ae Wealth Management, LLC is headquartered in Topeka, Kansas.

    What is Ae Wealth Management, LLC's CRD number?

    Ae Wealth Management, LLC's CRD number is 282580. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Ae Wealth Management, LLC manage?

    Ae Wealth Management, LLC manages approximately 282,995 client accounts according to its latest SEC filing.

    Is Ae Wealth Management, LLC SEC registered?

    Yes, Ae Wealth Management, LLC is registered with the SEC as an investment adviser with an approved registration status.

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