AE Wealth Management LLC

Q2 2024 13F Detailed Holdings

Location
Topeka, KS
Holdings as of
6/30/2024
Value ($000)
$9,997,044
Num holdings
8,112
Date filed
8/12/2024
Form type
13F-HR
Prev filing
5/15/2024
Next filing
11/14/2024
SEC
View on sec.gov
Note
Holdings broken out by “other managers” reported in original SEC filing, see here for holdings aggregated across other managers
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 Centennial Wealth Advisory LLC 028-20457
2 Integrated Wealth Management, Inc
3 Advantage Retirement Group
4 Harlow Wealth Managment, Inc. 028-24092
5 Raleigh Capital Management Inc. 028-22260
6 Slagle Financial, LLC 028-23363
7 Lloyd Advisory Services, LLC. 028-19912
8 Kingdom Financial Group LLC. 028-23315
9 FSR Wealth Management Ltd. 028-22596
10 Peterson Financial Group, Inc. 028-21545
11 B.O.S.S. Retirement Advisors, LLC 028-22825
12 MADISON AVENUE SECURITIES, LLC
13 Howard Bailey Financial
14 Family Wealth Group, LLC 028-23896
15 Arcadia Wealth Management, LLC 028-22839
16 Authentikos Wealth Advisory, LLC 028-23170
17 Elite Retirement Planning LLC
18 Mach-1 Financial Group, LLC 028-20742
19 New Millennium Group LLC 028-21967
20 OLIVER LAGORE VANVALIN INVESTMENT GROUP 028-22391
21 FYRA Capital
22 Retire Smart LLC
23 Peace of Mind Wealth Management, LLC
24 E3
26 Capital A Wealth Management
25 VCI Wealth Management LLC 028-23584