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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 |
|---|---|---|---|
| AL | RA | APPROVED | 2025-02-28 |
| TN | RA | APPROVED | 2025-02-28 |
| TX | RA | APPROVED_RES | 2025-02-28 |
Branch Locations
305 Quality Circle Nw Ste B, Huntsville, AL 35806 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates Inc | Huntsville | AL | 11/2020 | 09/2022 |
| Albireo Energy | Huntsville | AL | 11/2018 | 11/2020 |
| California State University, Los Angeles | Los Angeles | CA | 05/2015 | 05/2018 |
| Unemployed | Huntsville | AL | 05/2018 | 11/2018 |
| Redstone Federal Credit Union | Huntsville | AL | 10/2022 | 02/2025 |
| Lpl Financial | Huntsville | AL | 10/2022 | 02/2025 |
| Ae Wealth Management, Llc | Topeka | KS | 02/2025 | Present |
| Wg Financial Group | Huntsville | AL | 02/2025 | Present |
WG Financial Group; Yes Investment Related; 305 Quality Circle NW, Suite B, Huntsville, AL 35806; Insurance Sales; Financial Advisor; 2/2025; 5hrs/Mo; 5hrs/Mo during Securities Trading Hours; Advising on Finances.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-19 |
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