| 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 |
Ae Wealth Management, LLC reports $37.5 billion in regulatory assets under management on its Form ADV.
Ae Wealth Management, LLC reports 602 employees.
Ae Wealth Management, LLC is based in Topeka, KS and has been SEC-registered since 2016.
Ae Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $37.53B |
| Non-discretionary | $0 |
| Total (RAUM) | $37.53B |