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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 | 2024-10-21 |
| FL | RA | APPROVED | 2019-01-16 |
Branch Locations
360 Town Plaza Ave Ste 340, Ponte Vedra, FL 32081 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Plan Member Securities Corporation | Carpinteria | CA | 01/2015 | 09/2017 |
| Img Wealth Management, Inc | Jacksonville | FL | 09/2017 | 01/2019 |
| Madison Avenue Securities, Llc | San Diego | CA | 09/2017 | 12/2018 |
| Ae Wealth Management, Llc | Topeka | KS | 01/2019 | Present |
| Nuventure Financial Group, Llc | Jacksonville | FL | 01/2019 | 06/2024 |
| Plan Member Securities Corporation | Carpinteria | CA | 05/2017 | 09/2017 |
| The Legacy Retirement Group | Ponte Vedra | FL | 04/2009 | Present |
1) Power of Attorney; Yes Investment Related; 128 Dundee Place, St. Johns Florida 32259; Power of Attorney; Start Date 01/2023; Approx. 5 hours a month; Approx. 20 hours during trading; Power of Attorney 2) The Legacy Retirement Group; Yes Investment Related; 360 Town Plaza Ave, Ste 360, Ponte Vedra FL 32081; Retirement Planning offering wealth management strategies along with insurance based products, Renting office space to a unrelated business professional; President; 04/2009; 20hrs/Mo; 20hrs/Mo during Securities Trading Hours; My responsibility is to maintain the agency licensing and offer insurance based products to prospects and clients when there is a need.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-05-30 |
| S65 | Uniform Investment Adviser Law Examination | 2017-05-10 |
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