AA WEALTH STRATEGIES LLC

Overview

AA Wealth Strategies LLC is an independent registered investment adviser that focuses on serving individual and family clients. The firm combines financial planning with discretionary portfolio management for individuals and small businesses, and it acts as a capital allocator by selecting third‑party managers and advisers when appropriate. Fee arrangements are flexible—percentage of AUM, hourly billing and fixed fees are all used—allowing the firm to tailor engagement structures to client preference and complexity. Investment activity centers on collective investment vehicles for core public market exposure, while the firm also allocates to private market strategies for clients who meet suitability and liquidity requirements. AA Wealth Strategies does not report active ESG investing as part of its stated approach and is organized as an individually owned RIA rather than as a multifirm or related adviser structure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices