Ae Wealth Management, LLC is a large advisory firm based in Topeka. It manages $5.53 billion of regulatory assets for 49,383 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.
Ae Wealth Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars and workshops. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Ae Wealth Management, LLC is $5.53 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 4069% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Ae Wealth Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of David James Callanan is individuals with 27,064 clients and $4.58 billion of assets under management. Among the 10 most similar advisory firms, Ae Wealth Management has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $5.53 billion for 27,686 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Ae Wealth Management doesn't advise any private funds.
The company employs 373 people that are either part- or full-time employees. 85 percent of the employees work as investment advisers or researchers. 318 employees are registered as investment adviser representatives with the state securities authorities.
There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
David James Callanan has been acting as President since 1 Feb 2016. Kristine Alane Starkman joined the executive team most recently as the Chief Compliance Officer.
The principal office where Ae Wealth Management, LLC performs its advisory services is located at 2950 Sw Mcclure Road, Topeka, KS 66614, which is also the mailing address of the firm. An additional office of the firm is in Hammond, LA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 866-363-9595 or by fax 785-271-1448. The normal business hours are 8:00 a.m. - 5:00 p.m. on Monday - Friday.