AE Wealth Management LLC

Q2 2025 13F Detailed Holdings

Location
Topeka, KS
Holdings as of
6/30/2025
Value ($000)
$13,680,675
Num holdings
18,962
Date filed
8/6/2025
Form type
13F-HR
Prev filing
5/6/2025
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
1 210 Financial
2 Tounjian Advisory Group, LLC 028-21313
3 Arcadia Wealth Management, LLC 028-22839
4 Authentikos Wealth Advisory, LLC 028-23170
5 B.O.S.S. Retirement Advisors, LLC 028-22825
6 Beacon Capital Management, LLC 028-22525
7 Blackston Financial Advisory Group, LLC 028-22184
8 RETIREMENT FINANCIAL SOLUTIONS, LLC 028-22734
9 Buck Wealth Strategies, LLC 028-23413
10 Capital A Wealth Management, LLC 028-25417
11 Centennial Advisors, LLC
12 Centennial Wealth Advisory LLC 028-20457
13 Creekmur Asset Management LLC 028-24000
14 Csenge Advisory Group 028-18154
15 Decker Retirement Planning Inc. 028-24552
16 Transce3nd, LLC 028-25063
17 Elite Retirement Planning LLC
18 Family Legacy Planning
19 FWG Investments, LLC. 028-23896
20 FSA Advisors, Inc. 028-24190
21 FSR Wealth Management Ltd. 028-22596
22 Pineridge Advisors LLC 028-23998
23 Global Wealth Management, Inc
24 Guerra Advisors Inc 028-25226
25 Harlow Wealth Managment, Inc. 028-24092
26 HOWARD BAILEY SECURITIES, LLC 028-24436
27 Integrated Wealth Management, Inc
28 Kanani Advisory Group
29 Kingdom Financial Group LLC. 028-23315
30 Mach-1 Financial Group, LLC 028-20742
31 MADISON AVENUE SECURITIES, LLC
32 Mercurio Wealth Advisors
33 Merkkuri Wealth Advisors LLC 028-24398
34 Montgomery Financial Services
35 Networth Advisors, LLC
36 New Millennium Group LLC 028-21967
37 Nicholas Wealth, LLC. 028-23404
38 OLIVER LAGORE VANVALIN INVESTMENT GROUP 028-22391
39 Park Square Financial Services
40 POM Investment Strategies, LLC
41 Peterson Financial Group, Inc. 028-21545
42 Price Financial
43 Quest 10 Wealth Builders, Inc. 028-25066
44 Raleigh Capital Management Inc. 028-22260
45 SMART Wealth LLC 028-24523
46 Retirement Income Strategies
47 RSG Investments LLC
48 Safeguard Investment Advisory Group, LLC 028-21043
49 SECURED RETIREMENT ADVISORS, LLC 028-23972
50 Slagle Financial, LLC 028-23363
51 Spectrum Advisors, Inc
52 Strategy Financial Group
53 The Holland Group
54 The Lifewealth Group
55 Lloyd Advisory Services, LLC. 028-19912
56 VCI Wealth Management LLC 028-23584
57 Witt Financial Group, LLC