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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pelicans Nest Golf Club | Fort Myers | FL | 10/2016 | 10/2019 |
| Equitable Advisors (Axa Advisors, Llc) | Fort Myers | FL | 07/2019 | 12/2022 |
| Merrill Lynch (Bank Of America) | Fort Myers | FL | 12/2022 | 04/2024 |
| Finemark National Bank And Trust | Fort Myers | FL | 04/2024 | 04/2025 |
| Osaic Institutions, Inc. | Meriden | CT | 05/2024 | 04/2025 |
| Edward Jones | St. Louis | MO | 05/2025 | 03/2026 |
| Florida Gulf Coast University | Fort Myers | FL | 05/2015 | 06/2018 |
| Ae Wealth Management, Llc | Topeka | KS | 04/2026 | Present |
| Pfs Wealth Management Group | Naples | FL | 04/2026 | Present |
| Pfs Wealth Management | Naples | FL | 04/2026 | Present |
| Windy City Rentals | Fort Myers | FL | 08/2026 | Present |
1)PFS Wealth Management; Yes, Investment Related; 5100 Tamiami Trail N #103, Naples, FL 34103; Insurance Sales; Advisor; Start Date 04/2026; Approx. 20 hours a month; Approx. 20 hours during trading; Insurance Sales and Services. 2)WINDY CITY RENTALS; Non-Investment Related; 11229 Yellow Poplar Dr., Fort Myers, FL 33913; LLC to hold rental property; Co-Owner; Start Date: 8/1/2026; Approx. 1 hours a month; Approx. 00 hours during trading; Own home and co-owner of the LLC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-28 |
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