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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 | 2024-12-16 |
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 |
|---|---|---|---|---|
| Morgan Stanley | Huntsville | AL | 04/2019 | 12/2024 |
| Longview Financial Advisors | Huntsville | AL | 09/2014 | 04/2019 |
| Ae Wealth Management, Llc | Topeka | KS | 12/2024 | Present |
| Wg Financial Group | Huntsville | AL | 12/2024 | Present |
1) Peyton Smith Memorial Foundation; Not Investment Related; 7503 Martha Drive, Huntsville, AL 35802; 501c3 nonprofit organization working to support families who have experience child loss, as well as families with children in the NICU; Board Member; 1hr/Mo; 0hrs/Mo during securities trading hours; Assist as needed with fundraising. 2) Sarah Gayle Gibbs Memorial Foundation; Not Investment Related; PO Box 325 Harvest, AL 35749; 501c3 nonprofit organization working to give back to families who have experienced catastrophic loss and to the community who supports them, mainly to the Pediatric ICU at Huntsville Hospital; Board Member; 1hr/Mo; 0hrs/Mo during securities trading hours; Assist as needed with fundraising. 3) Estate Planning Documents Services; Not Investment Related; 305 Quality Circle, Suite B, Huntsville AL 35806; Estate Planning; Facilitator; 6/8/2026; Approx. 20hrs/Mo; Approx. 20hrs/Mo during Securities Trading Hours; Introduce, Coordinate, and Provide access to platform for clients to prepare estate planning documents.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-31 |
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