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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 |
|---|---|---|---|
| LA | RA | APPROVED | 2026-08-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ae Wealth Management, Llc | Topeka | KS | 08/2026 | Present |
| Presley Wealth Management | Denham Springs | LA | 08/2024 | Present |
| Stifel Nicolaus | New Orleans | LA | 01/2023 | 07/2024 |
| Clary Suba Neale | Baton Rouge | LA | 07/2018 | 12/2022 |
| Geaux Clean | Baton Rouge | LA | 10/2016 | 07/2018 |
| Alexanders Highland Market | Baton Rouge | LA | 06/2016 | 10/2016 |
The Presley Group; Yes Investment Related; 170 Veterans Blvd Denham Springs, LA 70726; Life Insurance / Annuities; Client Services Associate; 8/7/2024; Approx. 80hrs/Mo; Approx. 65hrs/Mo during Securities Trading Hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-15 |
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