AE Wealth Management LLC

Q4 2024 13F Detailed Holdings

Location
Topeka, KS
Holdings as of
12/31/2024
Value ($000)
$11,787,940
Num holdings
14,866
Date filed
2/13/2025
Form type
13F-HR
Prev filing
11/14/2024
Next filing
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
24 RETIREMENT FINANCIAL SOLUTIONS, LLC 028-22734
41 VCI Wealth Management LLC 028-23584
3 Centennial Wealth Advisory LLC 028-20457
5 Nicholas Wealth, LLC. 028-23404
10 HOWARD BAILEY SECURITIES, LLC 028-24436
12 B.O.S.S. Retirement Advisors, LLC 028-22825
14 Merkkuri Wealth Advisors LLC 028-24398
15 Raleigh Capital Management Inc. 028-22260
16 Peterson Financial Group, Inc. 028-21545
18 Arcadia Wealth Management, LLC 028-22839
19 Beacon Capital Management, LLC 028-22525
20 Pineridge Advisors LLC 028-23998
22 FWG Investments, LLC. 028-23896
23 Mach-1 Financial Group, LLC 028-20742
25 Kingdom Financial Group LLC. 028-23315
26 FSR Wealth Management Ltd. 028-22596
29 Authentikos Wealth Advisory, LLC 028-23170
30 Lloyd Advisory Services, LLC. 028-19912
32 OLIVER LAGORE VANVALIN INVESTMENT GROUP 028-22391
34 Decker Retirement Planning Inc. 028-24552
13 Harlow Wealth Managment, Inc. 028-24092
35 New Millennium Group LLC 028-21967
36 SMART Wealth LLC 028-24523
38 Blackston Financial Advisory Group, LLC 028-22184
39 FSA Advisors, Inc. 028-24190
44 Slagle Financial, LLC 028-23363
45 Csenge Advisory Group 028-18154
42 Quest 10 Wealth Builders, Inc.
17 Centennial Advisors, LLC
2 Capital A Wealth Management, LLC
4 Tounjian Advisory Group, LLC
40 FLP Wealth Management, LLC
31 Transce3nd, LLC
33 POM Investment Strategies, LLC
46 MADISON AVENUE SECURITIES, LLC
1 The Holland Group
11 Integrated Wealth Management, Inc
37 Kanani Advisory Group
9 Elite Retirement Planning LLC
6 Retirement Income Strategies
7 Spectrum Advisors, Inc
8 210 Financial
21 Montgomery Financial Services
27 Mercurio Wealth Advisors
28 RSG Investments
43 Strategy Financial Group