Peoria, AZ W Kelton Lane 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
8765 W Kelton Lane, Building C2
Peoria AZ 85382
Advisors at this office
3
Advisors at this office
Shane F
CFP®, Series 63, Series 66
Peoria, AZ
AE Wealth Management, LLC
Shane Foster is a CFP® professional with nine years of industry experience, currently affiliated with AE Wealth Management, LLC. His prior roles include positions at Schwab Wealth Advisory Inc. and Merrill. 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 utilizes discretionary model portfolios and combines fundamental, technical, and cyclical analysis methods in its investment approach.
Brent T
Series 63, Series 66
Peoria, AZ
AE Wealth Management, LLC
Brent Thurber is a Financial Consultant currently working at Fidelity Investments since 2022. He has 27 years of experience in the financial industry and specializes in developing tailored financial plans by partnering with clients to understand their individual goals and needs. Prior to his current role, Brent served as a Wealth Advisor at USAA from 2014 to 2022 and as a Vice President Financial Consultant at Charles Schwab from 1999 to 2014. He holds a California Insurance License. Outside of his professional career, Brent has personal interests that include the beach, fitness, and military service.
Michael T
Series 63, Series 65
Peoria, AZ
AE Wealth Management, LLC
Michael Trezza is a financial advisor with AE Wealth Management, LLC in Peoria, AZ, holding Series 63 and Series 65 designations and 11 years of industry experience. His prior firms include Edelman Financial Engines and JPMorgan Securities LLC. 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 utilizes a variety of investment strategies and operates with a platform focus, managing approximately $49.8 billion for over 127,000 clients.
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