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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 |
|---|---|---|---|
| CO | RA | APPROVED | 2023-08-01 |
Branch Locations
8400 E Crescent Pkwy Ste 250, Greenwood Village, CO 80111 • United States
2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Reynolds Financial Group | Greenwood Village | CO | 11/2018 | Present |
| Ascevia | Denver | CO | 02/2016 | 11/2018 |
| Ae Wealth Management, Llc | Topeka | KS | 07/2023 | Present |
| Wealth.cOm | Greenwood Village | CO | 12/2025 | Present |
1) Reynolds Financial Group; Yes Investment Related; 8400 E Crescent Parkway Ste 250 Greenwood Village, CO 80111; Offers Insurance Products; Account Executive; 11/2018; 160hrs/Mo; 80hrs/Mo during Security Trading Hours. Provide Life Insurance & Annuities to clients of Reynolds Financial Group. 2) Estate planning document services, Address: 8400 E Crescent Parkway Ste 250 Greenwood Village, CO 80111: Investment Related: No, Position: Facilitator, Duties: Introduce, coordinate, and provide access to platform for clients to prepare estate planning documents, Start Date: 12/2025, Approx hours per month: 2, Hours during trading: 1.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-19 |
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