Aurelius Family Office, LLC
Firm details
- Headquarters
- Bedford, New Hampshire
- CRD number
- 323016
- Registered since
- October 3, 2022
- Website
- aurelius.net
- Custodians
- AXOS CLEARING LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI86.74%
- Individuals9.83%
- Pension & Profit Sharing Plans3.42%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Aurelius Family Office, LLC is an independent registered investment adviser formed as an LLC and SEC-registered in 2022. The firm bills itself as a private-wealth-oriented RIA that serves individual and family clients alongside institutional clients, offering financial planning, portfolio management for individuals and small businesses, pension consulting and educational seminars. Its fee model mixes percentage-of-AUM and fixed fees. Aurelius is not identified as an ESG-focused investor and does not act as a capital allocator; its model relies on outside managers and conventional advisory services rather than running pooled funds in-house.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Private Funds94%
- Cash & Cash Equivalents3%
- Exchange Traded Equities2%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1
Brenda Winslow
Chief Operating Officer and Chief Compliance OfficerCRD 2842055
Contacts
3 of 5
Gregory Barishian
DirectorCRD 6463498
Jacob Alden
Investment Operations AssociateCRD 6831596
Mark Witaschek
FounderCRD 1200467
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 45Active vs passive
$253M in ETFs
66%
$167M
34%
$85.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $42.1M | 61,313 | 16.67% |
Location
Bedford, NH
Hillsborough
Location
Bedford, NH
Headquartered in Bedford, NH, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Hillsborough
- Address
- 3 Executive Park Dr
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Cohen Investment Advisors, LLC
RIABedford, NH
Robbins Farley LLC
RIABedford, NH
Sweeney Financial Advisors
RIABedford, NH
Northeast Planning Associates, Inc.
RIABedford, NH
Bcas
RIABedford, NH
Apex Wealth Management, LLC
RIABedford, NH