Ae Wealth Management, LLC
Ae Wealth Management, LLC (CRD# 282580) is a financial advisory firm headquartered in Topeka, KS. They manage $27,082,623,332 in 277,294 accounts and serve the financial needs of clients across 52 states (or territories).
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Total Assets Under Management27,083MILLION
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Total Number of Accounts277,294ACCOUNTS
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Average Account Value$97,668
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
James Lavy (CRD# 1371384) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Beavercreek, OH and has 1 year of experience in the finance industry.
Joshua Lewis (CRD# 6150847) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Loveland, CO and has over 11 years of experience in the finance industry.
Ryan Loynd (CRD# 6048750) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Gilbert, AZ and has over 10 years of experience in the finance industry.
Donald Lueke (CRD# 1962691) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Kansas City, MO and has over 27 years of experience in the finance industry.
Ryan Lundervold (CRD# 4548206) is an Investment Advisor Representative working at Ae Wealth Management, LLC in North Lake Elmo, MN and has over 19 years of experience in the finance industry.
Paul Macdonald (CRD# 2567426) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Charleston, SC and has over 29 years of experience in the finance industry.
Anthony Mampieri (CRD# 6393648) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Westerville, OH and has over 7 years of experience in the finance industry.
Jeffrey Massey (CRD# 2395900) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Warwick, RI and has over 30 years of experience in the finance industry.
David Maxwell (CRD# 4788174) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Fort Worth, TX and has over 9 years of experience in the finance industry.
Cindy Mayfield (CRD# 6320630) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Lake Mary, FL and has over 10 years of experience in the finance industry.