AURORA PRIVATE WEALTH, INC.

RIASEC RegisteredEst. 2017

Total AUM

$374M

Discretionary

$374M

100% of AUM

Avg account

$248K

Accounts

1,508

Employees

Advisory reps

Firm details

Headquarters: TOTOWA, New Jersey
CRD number: 281604
Registered since: May 5, 2017
Website: www.aurorapw.com
Custodians: CHARLES SCHWAB & CO., INC., SEI INVESMENTS MANAGEMENT CORP, PERSHING LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals54.24%
HNWI45.76%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Aurora Private Wealth, Inc. is a corporate SEC-registered advisory firm formed in 2017 that focuses on serving individual and family clients. The firm combines financial planning with portfolio management for individuals, small businesses and institutions, and it also provides pension consulting and the selection of outside advisers. Fee arrangements include a percentage-of-AUM component along with hourly and fixed-fee options, which points to a mix of ongoing investment relationships and project-based engagements. Investment activity centers on liquid, exchange-traded strategies as the primary building blocks of client portfolios, with a clear role as a capital allocator that supplements core holdings with selected third-party managers and specialty exposures. Aurora is not positioned as an active ESG investor, and its advisory model emphasizes manager selection and multi-asset portfolio construction rather than a rules-based ESG overlay.