Ae Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Topeka, KS. Its latest Form ADV filing, dated March 31, 2026, reports $49.8B in regulatory assets under management, 630 employees, 314 offices, and 282,995 accounts.
Assets Under Management
$49.8B
Employees
630
Offices
314 offices
Total Clients
128,073
Primary office
TOPEKA, KS
2950 SW MCCLURE ROAD, SUITE B, TOPEKA, KS, United States
Top client segmentIndividuals represent 92.0% of total clients.
Top client categories% of clientsClients
1
Individuals
92.0%
117,769
2
HNWI
7.4%
9,444
3
Corporations
0.5%
621
4
Pension Plans
0.2%
207
Additional categories (<0.1%)
Charitable32 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$49.8Bas of March 31, 2026
Discretionary100.0%
$49.8B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$49.8B
Total Accounts282,995
10Y AUM Change+$49.2B (+7191.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees630
Clients per Employee203:1
10Y Employee Change+494 (+363.2%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.