AE Wealth Management LLC

Q3 2024 13F Detailed Holdings

Location
Topeka, KS
Holdings as of
9/30/2024
Value ($000)
$11,023,441
Num holdings
8,464
Date filed
11/14/2024
Form type
13F-HR
Prev filing
8/12/2024
Next filing
2/13/2025
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 FWG Investments, LLC. 028-23896
15 Arcadia Wealth Management, LLC 028-22839
16 RETIREMENT FINANCIAL SOLUTIONS, LLC 028-22734
17 Authentikos Wealth Advisory, LLC 028-23170
18 Elite Retirement Planning, LLC
19 Mach-1 Financial Group, LLC 028-20742
20 New Millennium Group LLC 028-21967
21 OLIVER LAGORE VANVALIN INVESTMENT GROUP 028-22391
22 FYRA Capital
23 Retire Smart, LLC
24 Peace of Mind Wealth Management, LLC
25 E3
26 VCI Wealth Management LLC 028-23584
27 Capital A Wealth Management