AN EXCEPTIONAL LIFE FINANCIAL, LLC
Legal name: TEACH PLAN RETIRE, AEL WEALTH MANAGEMENT
CRD #288742 SEC #801-123528 INDIANAPOLIS, IN 317-941-6492
SEC Registered
Total AUM
$218.2M
Discretionary
$214.1M
Employees
5
Clients
251
Accounts
782
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $218.2M | $214.1M | $4M | 5 | 0 |
| Apr 2024 | $200.5M | $192.2M | $8.3M | 6 | 0 |
| Mar 2024 | $200.5M | $192.2M | $8.3M | 6 | 0 |
| Nov 2023 | $177.4M | $171.7M | $5.7M | 6 | 0 |
| Aug 2023 | $177.4M | $171.7M | $5.7M | 4 | 0 |
| May 2023 | $177.4M | $171.7M | $5.7M | 6 | 0 |
| Mar 2023 | $177.4M | $171.7M | $5.7M | 6 | 0 |
| Oct 2022 | $180.5M | $172.2M | $8.2M | 6 | 0 |
| Sep 2022 | $180.5M | $172.2M | $8.2M | 6 | 0 |
| Jun 2022 | $180.5M | $172.2M | $8.2M | 5 | 0 |
| May 2022 | $180.5M | $172.2M | $8.2M | 6 | 0 |
| Mar 2022 | $180.5M | $172.2M | $8.2M | 5 | 0 |
| Feb 2022 | $180.5M | $172.2M | $8.2M | 5 | 0 |
DateMar 2025
Total AUM$218.2M
Discretionary$214.1M
Non-Disc.$4M
Employees5
Clients0
DateApr 2024
Total AUM$200.5M
Discretionary$192.2M
Non-Disc.$8.3M
Employees6
Clients0
DateMar 2024
Total AUM$200.5M
Discretionary$192.2M
Non-Disc.$8.3M
Employees6
Clients0
DateNov 2023
Total AUM$177.4M
Discretionary$171.7M
Non-Disc.$5.7M
Employees6
Clients0
DateAug 2023
Total AUM$177.4M
Discretionary$171.7M
Non-Disc.$5.7M
Employees4
Clients0
DateMay 2023
Total AUM$177.4M
Discretionary$171.7M
Non-Disc.$5.7M
Employees6
Clients0
DateMar 2023
Total AUM$177.4M
Discretionary$171.7M
Non-Disc.$5.7M
Employees6
Clients0
DateOct 2022
Total AUM$180.5M
Discretionary$172.2M
Non-Disc.$8.2M
Employees6
Clients0
DateSep 2022
Total AUM$180.5M
Discretionary$172.2M
Non-Disc.$8.2M
Employees6
Clients0
DateJun 2022
Total AUM$180.5M
Discretionary$172.2M
Non-Disc.$8.2M
Employees5
Clients0
DateMay 2022
Total AUM$180.5M
Discretionary$172.2M
Non-Disc.$8.2M
Employees6
Clients0
DateMar 2022
Total AUM$180.5M
Discretionary$172.2M
Non-Disc.$8.2M
Employees5
Clients0
DateFeb 2022
Total AUM$180.5M
Discretionary$172.2M
Non-Disc.$8.2M
Employees5
Clients0