Madison Avenue Securities, LLC
| Title | Member |
| Ownership | Under 5% |
| Control person | No |
| Since | 2015 |
Ae Wealth Management, LLC
| Title | Chief Executive Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2016 |
Strategic Investment Advisors, LLC
| Title | Member |
| Ownership | 50-75% |
| Control person | No |
| Since | 2021 |
Madison Avenue Securities, LLC
| Title | Llc Member |
| Ownership | 50-75% |
| Control person | No |
| Since | 2016 |
Veta Investment Partners, LLC
| Title | Trustee |
| Ownership | — |
| Control person | Yes |
| Since | 2021 |
Impact Partnership Wealth, LLC
| Title | Trustee |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2023 |
Ae Wealth Management, LLC
| Title | Managing Member |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2015 |
Ae Wealth Management, LLC
| Title | Trustee |
| Ownership | — |
| Control person | Yes |
| Since | 2016 |