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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 12-01-2015
- Office Locations
- 243
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.
Reported data analysis
What the numbers show
Between October 1, 2025 and June 8, 2026, reported AUM increased 32.8%, from $37.5B to $49.8B.
Across 5 reported observations, AUM increased 153.8% between December 12, 2022 and June 8, 2026, from $19.6B to $49.8B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 448 advisory representatives and 128,083 clients, or 285.9 clients per representative. That equates to $389.1K in reported AUM per client.
The profile lists 243 reported office locations and 10 years in operation. The source data was last updated on August 4, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full AE Wealth Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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 462 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
SMA allocation detail is available
AE Wealth Management, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
AE Wealth Management, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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