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Ae Wealth Management, LLC CRD 282580
$49.8B regulatory AUM 10 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 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
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-11-29 |
| S63 | Uniform Securities Agent State Law Examination | 2002-08-09 |
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