Ae Wealth Management, LLC
● SEC registered since 2016CRD 282580SEC# 801-107319Topeka, KS
Reg. AUM
$49.84B
Employees
630
Accounts
282,995
Location
Topeka, KS
Ae Wealth Management, LLC assets under management
Ae Wealth Management, LLC is an SEC-registered investment adviser based in Topeka, KS. The firm has been registered since 2016. It reports $49.8 billion in regulatory assets under management and employs 630 people.
Ae Wealth Management, LLC owners & executives
14 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Amy Michelle Klotz Control | Chief Financial Officer | Under 5% | 2018 |
| David James Callanan Control | Chief Executive Officer | Under 5% | 2016 |
| David Robb Wolfe Control | General Counsel And Secretary | Under 5% | 2015 |
| Ddc Holdings LLC Control | Llc Member | Over 75% | 2015 |
| Jennifer a. Foster 2016 Irrevocable Trust a Control | Non-Voting Llc Member | 25-50% | 2016 |
| Karlun M. Callanan 2016 Irrevocable Trust a Control | Non-Voting Llc Member | 25-50% | 2016 |
| Michael Earl Miller Control | Chief Operations Officer | Under 5% | 2021 |
| One Ae, LLC Control | Non-Voting Llc Member | 5-10% | 2021 |
| Shannon Marie Larson Control | President | Under 5% | 2026 |
| Shawn Michael Scholz Control | Chief Compliance Officer | Under 5% | 2021 |
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Join to unlock · $37/moFrequently asked questions
How much does Ae Wealth Management, LLC manage?
Ae Wealth Management, LLC reports $49.8 billion in regulatory assets under management on its Form ADV.
How many employees does Ae Wealth Management, LLC have?
Ae Wealth Management, LLC reports 630 employees.
Where is Ae Wealth Management, LLC located?
Ae Wealth Management, LLC is based in Topeka, KS and has been SEC-registered since 2016.
Does Ae Wealth Management, LLC disclose fund performance?
Ae Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2950 SW McClure Road, Suite B, Topeka, KS 66614 |
| Phone | 866-363-9595 |
| Fax | 866-614-1176 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| CIK | 1697723 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$49.84B▲ 33%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 3%
Larger than 97% of 16,271 advisers
EmployeesTop 1%
More than 99% of 16,825 advisers
Assets under management
$49.84Bregulatory AUM
Discretionary $49.84B