Ae Wealth Management LLC

11/12/2026 | Press release | Distributed by Public on 11/12/2026 09:09

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: 09-30-2026
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 Order
Phone: 866-363-9595
Signature, Place, and Date of Signing:
Shawn Scholz Topeka, KS 11-12-2026
[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: 94
Form 13F Information Table Entry Total: 44,439
Form 13F Information Table Value Total: 23,209,307,376
(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 Alpha Planning & Financial Services
4 028-22839 Arcadia Wealth Management, LLC
5 028-23170 Authentikos Wealth Advisory, LLC
6 Axiom Value Wealth Management
7 028-22825 B.O.S.S. Retirement Advisors, LLC
8 028-22525 Beacon Capital Management, LLC
9 BHC Wealth Management
10 028-22184 Blackston Financial Advisory Group, LLC
11 028-22734 RETIREMENT FINANCIAL SOLUTIONS, LLC
12 Blue Wealth Inc
13 Bright Lake Wealth Management
14 Brighter Financial
15 028-23413 Buck Wealth Strategies, LLC
16 028-25417 Capital A Wealth Management, LLC
17 Capital Wealth
18 Capstar Financial Services
19 028-25949 Centennial Advisors, LLC
20 028-20457 Centennial Wealth Advisory LLC
21 028-24000 Creekmur Asset Management LLC
22 Cruz Investments & Wealth Management
23 028-18154 Csenge Advisory Group
24 028-24552 Decker Retirement Planning Inc.
25 Diversified Wealth Advisors LLC
26 028-19768 Elevated Capital Advisors, LLC
27 Elite Retirement Planning LLC
28 028-25771 EVOLUTION WEALTH MANAGEMENT INC.
29 028-25654 FLP Wealth Management, LLC
30 028-23896 FWG Investments, LLC.
31 028-24190 FSA Advisors, Inc.
32 Fletcher Financial Group
33 028-23998 Pineridge Advisors LLC
34 Global Wealth Management, Inc
35 028-25543 Golden Reserve Retirement LLC
36 028-25226 Guerra Advisors Inc
37 028-24092 Harlow Wealth Managment, Inc.
38 Heckman Financial and Insurance
39 028-22919 Hobart Private Capital, LLC
40 028-24436 HOWARD BAILEY SECURITIES, LLC
41 028-23300 Impact Partnership Wealth, LLC
42 028-26732 Integrated Wealth Management
43 028-24120 International Private Wealth Advisors LLC
44 JL Perkins Wealth Management
45 028-25977 Key Capital Management, INC
46 028-23315 Kingdom Financial Group LLC.
47 Lang Capital
48 028-20742 Mach-1 Financial Group, LLC
49 MADISON AVENUE SECURITIES, LLC
50 Martinsen Wealth Management
51 028-24372 Mattson Financial Services, LLC
52 Mercurio Wealth Advisors
53 028-24398 Merkkuri Wealth Advisors LLC
54 028-22244 Mid-American Wealth Advisory Group, Inc.
55 028-27119 Montgomery Financial Services LLC
56 028-25953 Networth Advisors, LLC
57 028-23404 Nicholas Wealth, LLC.
58 NIM Wealth Solutions
59 028-25430 Park Square Financial Group, LLC
60 028-24158 POM Investment Strategies, LLC
61 Pearl Wealth Group
62 028-21545 Peterson Financial Group, Inc.
63 028-26487 Price Financial Group Wealth Management, Inc
64 028-23163 Prostatis Group LLC
65 028-25066 Quest 10 Wealth Builders, Inc.
66 028-22260 Raleigh Capital Management Inc.
67 028-24523 SMART Wealth LLC
68 Retirement Income Strategies
69 028-21752 Richmond Brothers, Inc.
70 Ross Wealth Advisors
71 RSG Investments LLC
72 028-21043 Safeguard Investment Advisory Group, LLC
73 028-23972 SECURED RETIREMENT ADVISORS, LLC
74 Sierens Financial Group
75 028-23363 Slagle Financial, LLC
76 028-27212 Spectrum Advisors, Inc.
77 Stephen Smith Financial
78 Sterling Bridge Financial Group
79 Strategy Financial Group
80 Strickler Financial Group
81 Scanlan James J.
82 The Holland Group
83 The Lifewealth Group
84 028-19912 Lloyd Advisory Services, LLC.
85 The Retirement Solution
86 Thrive Capital Management, LLC
87 028-25063 Transce3nd, LLC
88 Tumulo Wealth Management
89 028-23584 VCI Wealth Management LLC
90 028-26684 Walser Wealth Management Company, A Ltd Liability Co
91 Wealth With No Regrets
92 028-26665 WealthPoint Financial, LLC
93 028-22596 Wellment Financial
94 Witt Financial Group, LLC
Ae Wealth Management LLC published this content on November 12, 2026, and is solely responsible for the information contained herein. Distributed via EDGAR on November 12, 2026 at 15:09 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]