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ANTOLINO WEALTH ADVISORS
AA FINANCIAL ADVISORS, LLC
CRD 119829 · SEC 801-125806
150 E. BROAD ST., SUITE 100, COLUMBUS, OH, 43215, United States
Phone
614-442-3355
Fax
614-442-3371
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.42B
Discretionary AUM
$1.22B
Team
29 total employees; 10 advisory reps; 50 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 755 | $340.9M |
| High net worth individuals | 189 | $1.04B |
| Pension/profit sharing plans | 1 | $2.5M |
| Charitable organizations | 7 | $8.9M |
| Corporations/business entities | 16 | $28.9M |
States served
AZ, CA, CO, GA, IL, IN, KY, LA, MD, NE, NJ, NY, NC, OH, OR, PA, SC, TN, VA, WV, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD