Aurora Private Wealth, Inc.
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
FINTRXOverview
Aurora Private Wealth, Inc. is an independent, SEC-registered registered investment adviser serving individual and family clients. The firm describes itself as a capital allocator and offers a mix of financial planning and discretionary portfolio management across individuals, small businesses and institutional/business clients. Fee arrangements include percentage-of-AUM billing plus hourly and fixed-fee options. Advisory services noted on firm filings include financial planning, pension consulting and the selection of third‑party advisers. Aurora reports affiliations with a broker‑dealer, another investment adviser and 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 Equities55%
- Public Funds/Mutual Funds42%
- US Government Bonds2%
- Cash & Cash Equivalents1%
Owners & executives
3 of 3Timothy Padva
Independent ContractorCRD 1564516
Tonya Coutant
Chief Compliance OfficerCRD 4585494
Timothy Smith
CEO and FounderCRD 1407004
Contacts
3 of 20John Bello
Registered RepresentativeCRD 1672841
Eric Lathrop
Registered Representative & Financial AdvisorCRD 5781631
Zachary Davidson
Investment Adviser RepresentativeCRD 6996123
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 143Active vs passive
$134M in ETFs
70%
$93.6M
23%
$40.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $8M | 10,682 | 5.93% |
Location
Totowa, NJ
Passaic
Location
Totowa, NJ
Headquartered in Totowa, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Passaic
- Address
- 999 Riverview Dr
- Time zone
- ET (UTC-5)
- Office locations
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