AURORA WEALTH ADVISORS

Overview

Aurora Wealth Advisors is an independent registered investment adviser that began SEC registration in 2023 and is owned by an individual. The firm focuses on serving individual and family clients and positions itself as a capital allocator, blending traditional advisory work—financial planning and portfolio management for individuals, small businesses and institutions—with selection of third-party managers. Fee arrangements include percentage-of-AUM billing along with hourly and fixed-fee options, allowing flexible engagement models for different client situations. Investment activity centers on pooled public funds as the backbone of client portfolios, with a meaningful program of third-party alternative allocations. The firm provides both discretionary portfolio management (the entirety of its reported AUM is discretionary) and advisory services that can include pension consulting and selecting outside managers, which supports access to nontraditional strategies when appropriate. Aurora Wealth Advisors does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices