Aeternitas Investment Management, LLC
Firm details
- Headquarters
- Yardley, Pennsylvania
- CRD number
- 338936
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI91.54%
- Individuals4.37%
- Pension & Profit Sharing Plans4.09%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Aeternitas Investment Management, LLC is an independent, individual-owned RIA that provides fee-based portfolio management primarily to individuals and families. The firm charges a percentage of assets under management and focuses its advisory work on portfolio management for individuals and small businesses. It does not market itself as a multi-state adviser or pension consultant, and it does not identify as an active ESG investor. The firm's stated industry affiliation includes a relationship with a law firm, which may reflect either a referral arrangement or a professional services linkage common in smaller RIAs. The business appears intentionally narrow in scope: owner-operated, servicing a private client base rather than acting as a capital allocator or related-adviser network.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities85%
- Cash & Cash Equivalents7%
- State & Local Bonds6%
- US Government Bonds2%
Owners & executives
1 of 1
Joseph Weidenburner
Founder, President & Chief Investment OfficerCRD 6136484
Contacts
1 of 1
Christine Ahearn
Senior Vice PresidentCRD 4695936
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Yardley, PA
Bucks
Location
Yardley, PA
Headquartered in Yardley, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Bucks
- Address
- 85 S Main St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Crossover Capital
RIAYardley, PA
Attleboro Wealth Management LLC
RIAYardley, PA
Yardley Wealth Management LLC
RIAYardley, PA
Prometheus Capital Management Corp.
RIAYardley, PA
The Estate Planners Group
RIAYardley, PA
Cordatus Wealth Management LLC
RIAYardley, PA