Sisters, OR 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
704 W Hood Ave, Ste A
Sisters OR 97759
Advisors at this office
3
Advisors at this office
David M
Series 63, Series 66
Sisters, OR
AE Wealth Management, LLC
David Menegus is a financial advisor at AE Wealth Management, LLC with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Cetera and Summit Financial Group. Menegus is also the owner of DVM Investment Services LLC, through which he provides financial services and insurance/annuity sales. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base that includes individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers a platform-centered approach combining model portfolio solutions, discretionary asset management, and financial planning, supported by an internal Investment Consulting Group and various licensing and sub-advisory programs.
Nicholas S
Series 65
Sisters, OR
AE Wealth Management, LLC
Nicholas Stahl is a financial advisor at AE Wealth Management, LLC with three years of industry experience. He holds a Series 65 designation and has worked with Bahati Incorporated dba Bluepine Financial and Blue Stone. He serves as an advisor for the Association of Financial Consultants, a 501(c)(3) nonprofit organization. AE Wealth Management is an SEC-registered investment adviser serving a diverse client base, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm employs a platform-centered approach combining internal, third-party, and advisor-managed models to provide discretionary asset management, financial planning, and plan services.
Shreve B
Series 65
Sisters, OR
AE Wealth Management, LLC
Shreve Briggs is a financial advisor at AE Wealth Management, LLC with two years of industry experience. He holds a Series 65 credential and has worked at AE Wealth Management since 2023. Prior to his current role, he held positions at Laird Superfood and Columbia Pacific Tax Service LLC. Briggs is also involved with Bluepine Financial, where he analyzes client situations and produces suitable recommendations related to life insurance and annuities. AE Wealth Management is an SEC-registered investment adviser serving a wide range of clients, including individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers diversified services such as model portfolio solutions, discretionary asset management, financial planning, and ERISA plan services through a platform that integrates both internal and third-party managed models.
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