Aurelius Family Office, LLC
Firm details
- Headquarters
- Bedford, New Hampshire
- CRD number
- 323016
- Registered since
- October 3, 2022
- Website
- aurelius.net
- Custodians
- AXOS CLEARING LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI86.74%
- Individuals9.83%
- Pension & Profit Sharing Plans3.42%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Aurelius Family Office, LLC is an independent registered investment adviser formed as an LLC and registered with the SEC in 2022. The firm serves a mix of individual and family clients alongside institutional relationships, and it charges either a percentage of assets under management or fixed fees. Its advisory offerings emphasize financial planning, portfolio management for individuals and small businesses, pension consulting and client education through seminars and workshops. The firm does not market itself as an ESG-focused allocator.
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
- Private Funds94%
- Cash & Cash Equivalents3%
- Exchange Traded Equities2%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1
Brenda Winslow
Chief Operating Officer and Chief Compliance OfficerCRD 2842055
Contacts
3 of 5
Lanita Wheetley
Director of Financial PlanningCRD 5024812
Mark Witaschek
FounderCRD 1200467
James Rogers
Investment Operations ManagerCRD 6101155
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 45Active vs passive
$253M in ETFs
66%
$167M
34%
$85.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $42.1M | 61,313 | 16.67% |
Location
Bedford, NH
Hillsborough
Location
Bedford, NH
Headquartered in Bedford, NH, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Hillsborough
- Address
- 3 Executive Park Dr
- Time zone
- ET (UTC-5)
- Office locations
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