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AARON WEALTH ADVISORS
Legal name: AARON WEALTH ADVISORS LLC
CRD 298079File 801-113938
APPROVED
Retail clients
Custody
Filing as of May 22, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$4.29B
Top 25% of cohort (national)
Discretionary AUM
$4.03B
Non-discretionary $262.8M
Clients
176
1,672 accounts
Employees
16
Top 25% of cohort in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Sep 20, 2018
- Principal office
- 515 N. STATE ST., SUITE 1770, CHICAGO, IL, 60654
- Phone
- 312-506-5780
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $4.29B
- Discretionary AUM
- $4.03B
- Non-discretionary AUM
- $262.8M
- Discretionary accounts
- 1,580
- Non-discretionary accounts
- 92
- Total accounts
- 1,672
- AUM per client
- $24.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $29.7M |
| Insurance companies | Fewer than 5 | $5K |
| Charitable organizations | 44 | $978.3M |
| High net worth individuals | 115 | $3.28B |
| Pension and profit sharing plans | Fewer than 5 | $1.5M |
| Individuals (other than high net worth individuals) | 12 | $3.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.