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They include 117,769 other individuals, 9,444 high-net-worth individuals and 621 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 13 August 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Ae Wealth Management offer?","answer":"Ae Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, publishing newsletters and educational seminars.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Ae Wealth Management use?","answer":"Ae Wealth Management’s separately managed account assets are held at Fidelity Brokerage Services LLC (Boston, MA), with $29,487,918,649 and Charles Schwab & Co., Inc. (Westlake, TX), with $20,348,223,195. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 13 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Ae Wealth Management have?","answer":"Ae Wealth Management has 448 investment adviser representatives registered with state securities authorities, out of 630 employees, and 448 perform investment advisory functions. 83 are registered representatives of a broker-dealer and 361 are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Ae Wealth Management invest in?","answer":"At the end of its last fiscal year, Ae Wealth Management’s separately managed accounts held 58% registered funds (mutual funds, ETFs, BDCs), 33% exchange-traded equities, 6% cash and equivalents, 1% U.S. government and agency bonds, 1% investment grade corporate bonds and 1% pooled vehicles (private funds and similar). It advises no private funds of its own.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Ae Wealth Management?","answer":"Ae Wealth Management is owned through a holding company by David Callanan and Cody Foster. Its direct owners are Karlun M. Callanan 2016 (25% to 50%), Jennifer A. Foster 2016 Irrevocable (25% to 50%), DDC Holdings LLC (75% or more), Karlun M. Callanan 2016 Irrevocable Trust A (25% to 50%) and One Ae, LLC (5% to 10%).","source":"Form ADV Part 1A, Schedules A and B, filed 13 August 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Ae Wealth Management get paid?","answer":"Ae Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. 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