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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 |
|---|---|---|---|
| WA | RA | APPROVED | 2025-08-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ae Wealth Management, Llc | Topeka | KS | 08/2025 | Present |
| Pacific Cataract And Laser Institute | Centralla | WA | 02/2012 | 09/2016 |
| Basics Nw | Lacey | WA | 06/2016 | 08/2018 |
| Bowman Financial Group | Shelton | WA | 08/2018 | Present |
| Development Disabilities Administration - Dshs | Tumwater | WA | 11/2019 | 05/2021 |
| Brittany Depoe Llc | Shelton | WA | 08/2018 | Present |
1) Bowman Financial Group; Yes Investment Related; 1615 Olympic Hwy N, Shelton, WA 98584; Insurance Brokerage and Life and Annuity through AE; Licensed Agent; 8/2018; Approx. 96hrs/Mo; Approx. 50hrs/Mo during Securities Trading Hours. Advise customers on insurance policies that best fit their needs. 2) Brittany Depoe LLC; Yes Investment Related; 40 SE Wolden Rd, Shelton, WA 98584; Insurance Brokerage for Medicare Insurance; Licensed Agent; 8/2018; Approx. 20hrs/Mo; Approx. 8hrs/Mo during Securities Trading Hours. Advise customers on insurance policies that best fit their needs.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-12 |
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