Aaron Wealth Advisors

RIASEC RegisteredEst. 2018
Total AUM
$4.3B
Discretionary
$4B
94% of AUM
Avg account
$2.6M
Accounts
1,672
Employees
16
Advisory reps
11

Firm details

Headquarters
Chicago, Illinois
CRD number
298079
Registered since
September 20, 2018
Website
aaronwealth.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI76.37%
  • Charitable Organizations22.81%
  • Corporations / Businesses0.69%
  • Individuals0.09%
  • Pension & Profit Sharing Plans0.03%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Aaron Wealth Advisors is an independent, owner-operated RIA organized as an LLC and SEC-registered in 2018. The firm serves both high-net-worth individuals and families as well as institutional clients, offering portfolio management for individuals, small businesses, and institutions, plus selection of third-party advisers. It operates as a capital allocator, integrating external managers into client programs, and charges either a percentage of AUM or fixed advisory fees. The firm does not emphasize ESG investing and lists an industry affiliation with an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 34%, Public Funds/Mutual Funds 32%, Derivatives 13%, Private Funds 7%, State & Local Bonds 6%, Non-Exchange Traded Equities 2%, Investment Grade Corp Bonds 2%, Cash & Cash Equivalents 2%, US Government Bonds 1%, Non-Investment Grade Corp Bonds 1%34%
  • Exchange Traded Equities34%
  • Public Funds/Mutual Funds32%
  • Derivatives13%
  • Private Funds7%
  • State & Local Bonds6%

Owners & executives

3 of 4
  • Konstantine Andrakakos

    Konstantine Andrakakos

    President, Chief Investment OfficerCRD 5688955

  • Gary Hirschberg

    Gary Hirschberg

    CEO & Founding MemberCRD 4985966

  • Toby Stannard

    Toby Stannard

    Partner, Chief Investment OfficerCRD 7298949

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Contacts

3 of 7
  • Tomasz Gogola

    Tomasz Gogola

    Vice President, Investment ManagementCRD 6526734

  • Christopher Conmy

    Christopher Conmy

    Family Wealth AdvisorCRD 5634864

  • Nicholas Grossi

    Nicholas Grossi

    AnalystCRD 8255714

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 80

Active vs passive

$744M in ETFs

Passive

91%

$679M

Active

8%

$64.7M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE MSCI EAFE ETF (IEFA)BlackRockPassiveForeign Large Blend$156M1,610,91620.92%
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Location

Primary office

Chicago, IL

Cook

Location

Chicago, IL

Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
515 N State St
Time zone
CT (UTC-6)
Office locations

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