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ATON ADVISORS, LLC
CRD 154036 · SEC 801-135573
AZ, United States
Phone
(303) 957-5685
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$116.4M
Discretionary AUM
$116.4M
Team
2 total employees; 1 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 35 | $15.4M |
| High net worth individuals | 37 | $81.9M |
States served
AZ, CO, LA, TX
All web addresses on file
Official SEC filing: View on IAPD