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AULESTIA WEALTH MANAGEMENT, INC.
CRD 300531
780 FIFTH AVENUE SOUTH, SUITE 200, NAPLES, FL, 34102, United States
Phone
(239) 261-9033
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$91.4M
Discretionary AUM
$91.4M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 19 | $4.9M |
| High net worth individuals | 27 | $86.4M |
All web addresses on file
Official SEC filing: View on IAPD