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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 | 2026-05-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ae Wealth Management, Llc | Topeka | KS | 05/2026 | Present |
| Medicare Advantage | Miami | FL | 04/2003 | Present |
| One Health Medical Center | Miami | FL | 06/2013 | 02/2018 |
| Alto Financial Group | Miami | FL | 07/2022 | Present |
1) Alto Financial Group; Yes Investment Related; 4099 William Penn Hwy Monroeville, PA 15146; Life Insurance and Annuities; Agent; 7/2022; Approx. 80hrs/Mo; Approx. 80hrs/Mo during Securities Trading Hours; Serving clients needing life insurance and annuities. 2) Medicare Advantage; Not Investment Related; 8530 Byron Ave Apt 401 Miami Beach, FL 33141; Medicare Advantage; Agent; 4/2003; Approx. 80hrs/Mo; Approx. 80hrs/Mo during Securities Trading Hours; Explain benefits to new prospects, enroll then in a medicare advantage plan and offer customer service to help clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-02 |
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