Arons Wealth Management LLC

Overview

Arons Wealth Management LLC is a small independent registered investment adviser focused on individualized financial planning and discretionary portfolio management for individuals, families and small businesses. The firm runs a concentrated practice: it charges a percentage of assets under management and also offers hourly planning work. The ADV indicates an equity-first investment posture — portfolios are constructed primarily with publicly traded securities and exchange-traded products, and strategies are executed through discretionary authority. The firm does not identify itself as an ESG investor, is not a multi-state adviser by filing status, and does not present itself as a capital allocator to private funds. Advisory work centers on tailored planning and portfolio oversight rather than large-scale institutional mandates. Given the client count and asset scale, the firm’s operating model emphasizes customized portfolios and direct client relationships rather than product-heavy solutions or broad external fund allocation.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices