Ae Wealth Management LLC

12/08/2024 | Press release | Distributed by Public on 12/08/2024 20:08

Initial Quarterly Holdings Report by Institutional Manager Form 13F HR

SEC FORM 13F-HR

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F COVER PAGE

OMB APPROVAL
OMB Number: 3235-0006
Expires: Oct 31, 2018
Estimated average burden
hours per response: 23.8
Report for the Calendar Year or Quarter Ended: 06-30-2024
Check here if Amendment Amendment Number:
This Amendment (Check only one.): is a restatement.
adds new holdings entries.
Institutional Investment Manager Filing this Report:
Name: AE Wealth Management LLC
Address: 2950 SW MCCLURE RD.
SUITE B
TOPEKA, KS66614
Form 13F File Number: 028-17779

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

Person Signing this Report on Behalf of Reporting Manager:
Name: Shawn Scholz
Title: Chief Compliance Officer
Phone: 8663639595
Signature, Place, and Date of Signing:
Shawn Scholz Topeka, KS 08-12-2024
[Signature] [City, State] [Date]
Report Type (Check only one.):
13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.)
13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).)
X 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)
List of Other Managers Reporting for this Manager:
[If there are no entries in this list, omit this section.]
Form 13F File Number Name
028-23850 Zega Financial, LLC
Form 13F Summary Page
Report Summary:
Number of Other Included Managers: 26
Form 13F Information Table Entry Total: 8,112
Form 13F Information Table Value Total: 9,997,044,377
(thousands)
List of Other Included Managers:
Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.
[If there are no entries in this list, state "NONE" and omit the column headings and list entries.]
No. Form 13F File Number Name
1 028-20457 Centennial Wealth Advisory LLC
2 Integrated Wealth Management, Inc
3 Advantage Retirement Group
4 028-24092 Harlow Wealth Managment, Inc.
5 028-22260 Raleigh Capital Management Inc.
6 028-23363 Slagle Financial, LLC
7 028-19912 Lloyd Advisory Services, LLC.
8 028-23315 Kingdom Financial Group LLC.
9 028-22596 FSR Wealth Management Ltd.
10 028-21545 Peterson Financial Group, Inc.
11 028-22825 B.O.S.S. Retirement Advisors, LLC
12 MADISON AVENUE SECURITIES, LLC
13 Howard Bailey Financial
14 028-23896 Family Wealth Group, LLC
15 028-22839 Arcadia Wealth Management, LLC
16 028-23170 Authentikos Wealth Advisory, LLC
17 Elite Retirement Planning LLC
18 028-20742 Mach-1 Financial Group, LLC
19 028-21967 New Millennium Group LLC
20 028-22391 OLIVER LAGORE VANVALIN INVESTMENT GROUP
21 FYRA Capital
22 Retire Smart LLC
23 Peace of Mind Wealth Management, LLC
24 E3
26 Capital A Wealth Management
25 028-23584 VCI Wealth Management LLC