AAN Wealth Advisors LLC

Overview

AAN Wealth Advisors LLC is an independent registered investment adviser organized as a limited liability company. The firm registered with the SEC in 2026. It serves individual and family clients and operates as a capital allocator, sourcing third-party managers and private pooled vehicles on behalf of clients. Advisory services emphasize financial planning and the selection of other advisers. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm is not flagged as an active ESG investor and maintains an industry affiliation with an insurance company.

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Location & Offices