Metairie, LA Veterans Memorial Blvd Office
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AE Wealth Management, LLC
Enterprise
Firm-wide stats for AE Wealth Management, LLC
About
AE Wealth Management provides fee‑based portfolio management, financial planning, and retirement‑plan consulting to a broad mix of clients including individual (both non‑HNW and high‑net‑worth) households, corporations, trusts, and ERISA plan sponsors. The firm operates model portfolio and direct asset management programs, offers 3(21) and 3(38) ERISA services, and supports third‑party RIAs through sub‑advisory and model‑licensing arrangements.
Investment decisions are implemented primarily through discretionary model portfolios managed by AEWM, third‑party Strategists, or advisor‑managed models, with methods of analysis that include fundamental, technical, and cyclical approaches and strategies such as direct indexing, tactical and strategic asset allocation, and limited options overlays. AEWM’s Investment Consulting Group provides regular reporting and commentary on model performance and holdings and delivers model trade signals to subscribers, while client accounts are reviewed at least annually and receive periodic performance reporting.
What is noteworthy about the firm is its scale and platform focus: it manages roughly $49.8 billion for about 127,213 clients across 444 advisors (roughly 280–290 clients per advisor), a client‑to‑advisor ratio that is high for firms of this size and implies reliance on standardized model and platform services. AEWM also operates an AE Investments program and a Strategic Sponsors revenue‑sharing arrangement and is affiliated with multiple broker‑dealer, insurance marketing, and related RIA entities (e.g., AEFS, MAS, Advisors Excel, AMSIS, VIP, and IPW), which expands product access and distribution but introduces additional conflicts that the firm discloses and manages.
Based on AE Wealth Management, LLC
Expertise
Based on AE Wealth Management, LLC
Location
2800 Veterans Memorial Blvd, Ste 170
Metairie LA 70005
Advisors at this office
5
Advisors at this office
Hailey M
Series 65
Metairie, LA
AE Wealth Management, LLC
Hailey Melerine is a Series 65-licensed advisor with AE Wealth Management, LLC, bringing one year of industry experience. Her prior roles include positions at Gregory Ricks & Associates Inc. and Riverlands Insurance, and she has experience working at the University of New Orleans and Coconut Beach Volleyball Complex. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm uses discretionary model portfolios and a variety of investment strategies, managing approximately $49.8 billion for over 127,000 clients.
Dexton T
Series 65
Metairie, LA
AE Wealth Management, LLC
Dexton Thibodeaux is a financial advisor with AE Wealth Management, LLC and holds a Series 65 designation. He has one year of industry experience and has previously worked at Jubans and J Alexandera. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a wide range of clients, including individuals, corporations, trusts, and ERISA plan sponsors. The firm manages approximately $49.8 billion across more than 127,000 clients, utilizing model portfolio and direct asset management programs with a focus on standardized model and platform services.
Luke M
CFP®, Series 66
Metairie, LA
AE Wealth Management, LLC
Luke Malter is a CFP®-certified financial advisor with five years of industry experience, currently with AE Wealth Management, LLC. His prior roles include positions at J.P. Morgan Securities, JPMorgan Chase Bank, and Gregory Ricks & Associates. Outside of his advisory work, he is the CEO and founder of 2 Ply on the Fly, a portable two-ply toilet paper brand, and serves as a presenter for AFEA. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting for a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes discretionary model portfolios and a platform approach, managing approximately $49.8 billion for over 127,000 clients.
Lance M
Series 65
Metairie, LA
AE Wealth Management, LLC
Lance Malter is a financial advisor at AE Wealth Management, LLC with two years of industry experience. He previously worked at Deloitte & Touche, LLP for four years and has consulting experience in disaster recovery as an independent contractor. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, employing discretionary model portfolios and multiple investment strategies to serve individuals, corporations, trusts, and ERISA plan sponsors.
Gregory R
Series 65
Metaire, LA
AE Wealth Management, LLC
Gregory Ricks is a financial advisor at AE Wealth Management, LLC with 14 years of industry experience. He holds a Series 65 designation and has worked at several firms including J.W. Cole Advisors, Inc. and Global Financial Private Capital, LLC. Outside of his advisory role, he is involved in marketing through Down South Strategies, Inc. and is the author of a book available on Amazon, with all revenue directed to AE Wealth Management. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs, employing fundamental, technical, and cyclical analysis within a platform-focused approach that serves over 127,000 clients.
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