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Employer firm

Ae Wealth Management, LLC CRD 282580

$49.8B regulatory AUM 10 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Ae Wealth Management, Llc

2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-01-25
  • TX RA
    APPROVED
    Since 2024-01-25

Branch Locations

5606 N Navarro Ste 306 F & D, Victoria, TX 77904 • United States

106 N Lagrange St, Hallettsville, TX 77964 • United States

17080 Highway 46 W Ste 108F, Spring Branch, TX 78070 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Institutional Securities Corp Dallas TX 04/2013 05/2017
Team Retirement Solutions Llc Hallettsville TX 10/2009 Present
Bludau Ranches Lp Hallettsville TX 12/2015 Present
Ae Wealth Management, Llc Topeka KS 01/2024 Present
Lazy B Cattle Company Hallettsville TX 10/2025 Present
Lazy B Ranches Hallettsville TX 10/2025 Present
Team Wealth Management Llc Hallettsville TX 02/2026 Present
Garrett And Linda Anders Life Insurance Trust Weimar TX 04/2026 07/2026
  • 04/2013 → 05/2017
    Institutional Securities Corp
    Dallas, TX
  • 10/2009 → Present
    Team Retirement Solutions Llc
    Hallettsville, TX
  • 12/2015 → Present
    Bludau Ranches Lp
    Hallettsville, TX
  • 01/2024 → Present
    Topeka, KS
  • 10/2025 → Present
    Lazy B Cattle Company
    Hallettsville, TX
  • 10/2025 → Present
    Lazy B Ranches
    Hallettsville, TX
  • 02/2026 → Present
    Team Wealth Management Llc
    Hallettsville, TX
  • 04/2026 → 07/2026
    Garrett And Linda Anders Life Insurance Trust
    Weimar, TX
Previous Registrations
  • 2013-06-19 → 2017-05-30
    Dallas, TX
    Hallettsville, TX
  • 2013-04-23 → 2013-12-31
    Institutional Securities Corporation
    Dallas, TX
    Dallas, TX
    Dallas, TX
    Halletsville, TX
  • 2005-06-06 → 2011-10-26
    Carpinteria, CA
    Hallettsville, TX
    Hallettsville, TX
    San Antonio, TX
    Victoria, TX
    Victoria, TX
    Austin, TX
Other Businesses

1) TEAM Retirement Solutions LLC; Yes Investment Related; 106 North LaGrange St, Hallettsville, TX 77964; Insurance Sales; POSITION Managing Partner; START DATE: 10/2009; Approx. 160 hours a month; Approx. 130 hours during trading; Insurance Sales and Services. 2) Bludau Ranches LP, Not Investment Related; 1278 CR 187, Hallettsville, TX 77964, Partner/Ranch Hand, POSITION: Part Owner; Start Date: 12/2015; Approx. 4 hours a month; Approx. 0 hours during trading; Maintain the ranch. 3) Eric Bludau; Not Investment Related; 106 N LaGrange St, Hallettsville, TX 77964; Commercial Rental Property; POSITION: Property Owner; Start Date: 01/2019; Approx. 1 hour a month; Approx. 0 hours during trading; Maintain office building and collect rent. 4) Estate planning document services, 51 W. 3rd St #110, Temple AZ 85281, United States , Investment Related: No, Position: Facilitator, Duties: Introduce, coordinate, and provide access to platform for clients to prepare estate planning documents, Start Date: 09/2025, Approx hours per month: 01, Hours during trading: 01. 5) Lazy B Cattle Company; Not Investment Related; 1278 CR 187, Hallettsville TX 77964; Cattle Ranch; Member; Start Date: 10/2025; Approx. 0 hours a month; Approx. 0 hours during trading; I will have no involvement unless something happens to my father. In the event of a health condition, accident or death, he would like for me to pay and outstanding bills associated with the LLC. 6) Lazy B Ranches; Not Investment Related; 1278 CR 197, Hallettsville TX 77964; Cattle Ranch; Member; Start Date: 10/2025; Approx. 0 hours a month; Approx. 0 hours during trading; I will have no involvement unless something happens to my father. In the event of a health condition, accident or death, he would like for me to pay and outstanding bills associated with the LLC. 7) Braden Bludau 2025 Trust; Investment Related: No; 1218 County Road 187, Hallettsville TX 77964; My Father is creating a Trust for each of his grandsons to gift funds as well as be the beneficiary on their life insurance policies; Trustee; Start Date 01/2026; Approx hours per month: 0; Approx hours during trading: 0; My parents are the settlers of the Trust and I will be the Trustee. As Trustee, I will hold properties in trust for the sole benefit of my son, Braden Bludau and administer/manage the Trust as directed. 8) Brock Bludau 2025 Trust; Investment Related: No; 1218 County Road 187, Hallettsville TX 77964 ; My Father is creating a Trust for each of his grandsons to gift funds as well as be the beneficiary on their life insurance policies.; Trustee; Start Date 01/2026; Approx hours per month: 0; Approx hours during trading: 0; My parents are the settlers of the Trust and I will be the Trustee. As Trustee, I will hold properties in trust for the sole benefit of my son, Brock Bludau, and administer/manage the Trust as directed. 9) TEAM Wealth Management, LLC; Investment Related: Yes; 106 N. LaGrange Street, Hallettsville TX 77964; Investment advisory accounts to clients; Owner/President; Start Date 02/2026; Approx hours per month: 160; Approx hours during trading: 100; Sole owner and president.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-11-29
S63 Uniform Securities Agent State Law Examination 2002-08-09
  • S65 Uniform Investment Adviser Law Examination
    2023-11-29
  • S63 Uniform Securities Agent State Law Examination
    2002-08-09

View on SEC IAPD

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