Aaron Wealth Advisors
Firm details
- Headquarters
- Chicago, Illinois
- CRD number
- 298079
- Registered since
- September 20, 2018
- Website
- aaronwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI76.37%
- Charitable Organizations22.81%
- Corporations / Businesses0.69%
- Individuals0.09%
- Pension & Profit Sharing Plans0.03%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Aaron Wealth Advisors is an independent registered investment adviser organized as an LLC and registered with the SEC in 2018. The firm serves both individual/family and institutional clients and provides portfolio management for individuals, small businesses and institutions. It also performs manager selection and acts as a capital allocator, directing client capital to third‑party fund managers when appropriate. Compensation is primarily through a percentage of assets under management with an option for fixed fees. The firm identifies as not actively focused on ESG investing and lists an affiliation with an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities34%
- Public Funds/Mutual Funds32%
- Derivatives13%
- Private Funds7%
- State & Local Bonds6%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 79Active vs passive
$747M in ETFs
92%
$683M
8%
$63.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE MSCI EAFE ETF (IEFA) | BlackRock | Passive | Foreign Large Blend | $165M | 1,708,017 | 22.16% |
Location
Chicago, IL
Cook
Location
Chicago, IL
Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 515 N State St
- Time zone
- CT (UTC-6)
- Office locations
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