Insights

Active Investment Engagement AE Wealth Management demonstrates a strong focus on investment activity, with recent sizeable stakes in asset classes such as Main Street Capital, Cheniere Energy, and Prospect Capital, indicating ongoing portfolio expansion and diversification opportunities.

Growing Asset Portfolio The company's recent purchases across various sectors, including energy, financials, and emerging markets, suggest they are actively seeking new investment avenues, presenting opportunities for partner solutions in asset management and custody services.

Financial Stability With reported revenues ranging from $50 million to $100 million, AE Wealth Management exhibits solid financial health, making them a reliable prospect for premium financial technology tools, advisory platforms, and consulting services.

Digital Infrastructure Utilizing a tech stack that includes WordPress, MySQL, and security tools like Auth0 Lock indicates an investment in a modern online presence, providing opportunities for cybersecurity, web development, and cloud solutions to enhance their digital operations.

Investment Focus on Growth Their recent acquisitions in emerging markets, including ETFs and niche funds, highlight a strategic interest in expanding into new asset classes and markets, opening avenues for sales of market analysis software, research tools, and market intelligence services.

AE Wealth Management Tech Stack

AE Wealth Management uses 8 technology products and services including WordPress, MySQL, oEmbed, and more. Explore AE Wealth Management's tech stack below.

  • WordPress
    Content Management System
  • MySQL
    Database
  • oEmbed
    Dev Tools
  • Auth0 Lock
    Identity Verification
  • jQuery Migrate
    Javascript Libraries
  • Priority Hints
    Performance
  • WP Engine
    Platform As A Service
  • Autoptimize
    Web Platform Extensions

Media & News

AE Wealth Management's Email Address Formats

AE Wealth Management uses at least 2 format(s):
AE Wealth Management Email FormatsExamplePercentage
First.Last@ae-wm.comJohn.Doe@ae-wm.com
100%

Frequently Asked Questions

Where is AE Wealth Management's headquarters located?

Minus sign iconPlus sign icon
AE Wealth Management's main headquarters is located at 2950 Southwest Mcclure Road Topeka, Kansas 66614 United States. The company has employees across 1 continents, including North America.

What is AE Wealth Management's phone number?

Minus sign iconPlus sign icon
You can contact AE Wealth Management's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is AE Wealth Management's official website and social media links?

Minus sign iconPlus sign icon
AE Wealth Management's official website is aewealthmanagement.com and has social profiles on LinkedIn.

What is AE Wealth Management's NAICS code?

Minus sign iconPlus sign icon
AE Wealth Management's NAICS code is 52 - Finance and Insurance.

How many employees does AE Wealth Management have currently?

Minus sign iconPlus sign icon
As of February 2026, AE Wealth Management has approximately 126 employees across 1 continents, including North America. Key team members include Chief Investment Officer: B. S.Vice President Of Advisor Services: R. S.Vice President Of Wealth Management: J. I.. Explore AE Wealth Management's employee directory with LeadIQ.

What industry does AE Wealth Management belong to?

Minus sign iconPlus sign icon
AE Wealth Management operates in the Financial Services industry.

What technology does AE Wealth Management use?

Minus sign iconPlus sign icon
AE Wealth Management's tech stack includes WordPressMySQLoEmbedAuth0 LockjQuery MigratePriority HintsWP EngineAutoptimize.

What is AE Wealth Management's email format?

Minus sign iconPlus sign icon
AE Wealth Management's email format typically follows the pattern of First.Last@ae-wm.com. Find more AE Wealth Management email formats with LeadIQ.

When was AE Wealth Management founded?

Minus sign iconPlus sign icon
AE Wealth Management was founded in 2016.

AE Wealth Management

Financial ServicesKansas, United States51-200 Employees

Investment advisory services offered through AE Wealth Management, LLC, a Registered Investment Adviser.

Section iconCompany Overview

Headquarters
2950 Southwest Mcclure Road Topeka, Kansas 66614 United States
Phone number
NAICS Code
52 - Finance and Insurance
Founded
2016
Employees
51-200

Section iconFunding & Financials

  • $50M$100M

    AE Wealth Management's revenue is estimated to be in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    AE Wealth Management's revenue is estimated to be in the range of $50M$100M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.