Ae Wealth Management LLC

01/26/2026 | Press release | Distributed by Public on 01/26/2026 14:22

Initial Quarterly Holdings Report by Institutional Manager (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: 12-31-2025
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, KS 66614
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: 866-363-9595
Signature, Place, and Date of Signing:
Shawn Scholz Topeka, KS 01-26-2026
[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
028-24897 Zega Investments, LLC
Form 13F Summary Page
Report Summary:
Number of Other Included Managers: 69
Form 13F Information Table Entry Total: 27,096
Form 13F Information Table Value Total: 17,422,680,826
(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
1 210 Financial
2 028-21313 Tounjian Advisory Group, LLC
3 028-22839 Arcadia Wealth Management, LLC
4 028-23170 Authentikos Wealth Advisory, LLC
5 028-22825 B.O.S.S. Retirement Advisors, LLC
6 028-22525 Beacon Capital Management, LLC
7 028-22184 Blackston Financial Advisory Group, LLC
8 028-22734 RETIREMENT FINANCIAL SOLUTIONS, LLC
11 028-23413 Buck Wealth Strategies, LLC
12 028-25417 Capital A Wealth Management, LLC
14 Centennial Advisors, LLC
15 028-20457 Centennial Wealth Advisory LLC
16 028-24000 Creekmur Asset Management LLC
18 028-18154 Csenge Advisory Group
19 028-24552 Decker Retirement Planning Inc.
67 028-25063 Transce3nd, LLC
17 Elite Retirement Planning LLC
18 Family Legacy Planning
19 028-23896 FWG Investments, LLC.
20 028-24190 FSA Advisors, Inc.
26 028-22596 FSR Wealth Management Ltd.
27 028-23998 Pineridge Advisors LLC
28 Global Wealth Management, Inc
29 028-25226 Guerra Advisors Inc
30 028-24092 Harlow Wealth Managment, Inc.
31 028-24436 HOWARD BAILEY SECURITIES, LLC
32 Integrated Wealth Management, Inc
35 Kanani Advisory Group
37 028-23315 Kingdom Financial Group LLC.
38 028-20742 Mach-1 Financial Group, LLC
39 MADISON AVENUE SECURITIES, LLC
40 Mercurio Wealth Advisors
41 028-24398 Merkkuri Wealth Advisors LLC
42 Montgomery Financial Services
43 Networth Advisors, LLC
44 028-21967 New Millennium Group LLC
45 028-23404 Nicholas Wealth, LLC.
46 Park Square Financial Services
47 POM Investment Strategies, LLC
48 028-21545 Peterson Financial Group, Inc.
49 Price Financial
50 028-25066 Quest 10 Wealth Builders, Inc.
51 028-22260 Raleigh Capital Management Inc.
52 028-24523 SMART Wealth LLC
53 Retirement Income Strategies
55 RSG Investments LLC
56 028-21043 Safeguard Investment Advisory Group, LLC
57 028-23972 SECURED RETIREMENT ADVISORS, LLC
58 028-23363 Slagle Financial, LLC
59 Spectrum Advisors, Inc
61 Strategy Financial Group
62 The Holland Group
63 The Lifewealth Group
68 028-23584 VCI Wealth Management LLC
69 Witt Financial Group, LLC
10 Brighter Financial
17 Cruz Investments and Wealth Management
21 028-25771 EVOLUTION WEALTH MANAGEMENT INC.
62 028-24120 International Private Wealth Advisors LLC
34 J L Perkins Wealth Management
65 The Retirement Solution
66 028-20787 Thrive Capital Management, LLC
25 Fletcher Financial Group
9 Blue Wealth Inc
13 Capstar Financial Services
36 Key Capital Management
54 Ross Wealth Advisors
59 Sterling Bridge Financial Group
64 028-19912 Lloyd Advisory Services, LLC.
Ae Wealth Management LLC published this content on January 26, 2026, and is solely responsible for the information contained herein. Distributed via EDGAR on January 26, 2026 at 20:22 UTC. If you believe the information included in the content is inaccurate or outdated and requires editing or removal, please contact us at [email protected]