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AARON WEALTH ADVISORS
AARON WEALTH ADVISORS LLC
CRD 298079 · SEC 801-113938
515 N. STATE ST., SUITE 1770, CHICAGO, IL, 60654, United States
Phone
312-506-5780
Fax
312-506-5772
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$4.29B
Discretionary AUM
$4.03B
Team
16 total employees; 9 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-22
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Selection of other advisersFINANCIAL CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 12 | $3.7M |
| High net worth individuals | 115 | $3.28B |
| Pension/profit sharing plans | 1 | $1.5M |
| Charitable organizations | 44 | $978.3M |
| Insurance companies | 1 | $5K |
| Corporations/business entities | 3 | $29.7M |
States served
AZ, CA, CO, IL, IN, NY, TX
All web addresses on file
Official SEC filing: View on IAPD