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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-01-2015
- Office Locations
- 241
Office Locations
About AE Wealth Management, LLC
AE Wealth Management provides investment management plus financial and retirement planning for retirees and pre-retirees, with an emphasis on risk assessment and clear, due-diligence backed strategy explanations. The firm pairs ongoing market communication with technology that lets clients view their full financial picture, and builds portfolios using approaches such as ETFs and mutual funds. Custody includes Schwab and Fidelity.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DAVID JAMES CALLANAN
Chief Executive Officer, Founder, Manager
- CRD
- #4237166
- Ownership
- Less than 5%
Amy Michelle Klotz
Advisor, Chief Financial Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 6 owners & executives
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CRISTINA ACOSTA
Founder
- CRD
- #2485377
Austin Albright
--
- CRD
- #8246623
Showing 2 of 459 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $49,837,385,888 | $176,107 |
| Non-Discretionary | $0 | -- |
| Total | $49,837,385,888 | $176,107 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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