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AAN WEALTH ADVISORS LLC
CRD 300652 · SEC 801-136623
4450 BELDEN VILLAGE AVE NW, SUITE 704, CANTON, OH, 44718, United States
Phone
(888) 720-0360
Fax
(330) 639-4959
Registration
— (—)
Source
State registered
Total AUM
$130.0M
Discretionary AUM
$130.0M
Team
10 total employees; 10 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-01
Disciplinary history
No
Services
Financial planningSelection of other advisersINVESTMENT CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 172 | $38.0M |
| High net worth individuals | 57 | $92.0M |
All web addresses on file
Official SEC filing: View on IAPD