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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 |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-01-02 |
Branch Locations
518 E Whitehouse Canyon Rd Ste 120, Green Valley, AZ 85614 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Management Strategies, Inc Dba Green Valley Financial | Green Valley | AZ | 10/1990 | Present |
| Ae Wealth Management, Llc | Topeka | KS | 12/2025 | Present |
1) Wealth Preservation Concepts Inc.; Yes Investment Related; 518 E Whitehouse Canyon Rd Ste 120 Green Valley, AZ 85614; Insurance Products, Medicare Brokerage; President, Agent; 10/1990; 25hrs/Mo; 0hrs/Mo during Securities Trading Hours; Annuity Sales, Medicare.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-24 |
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