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AARON WEALTH ADVISORS
Legal name: AARON WEALTH ADVISORS LLC
CRD 298079File 801-113938
APPROVED
Retail clients
Custody
Filing as of Sep 15, 2026
Feed vintage Oct 1, 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
- Website
- http://www.aaronwealth.com
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 | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Clients | 175 | 176 | increased by1 |
| Mar 1, 2026 | AUM | $2,607,024,926 | $4,288,292,230 | increased by$1,681,267,304 |
| Mar 1, 2026 | Accounts | 1,341 | 1,672 | increased by331 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 11 | 16 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 70 | 175 | increased by105 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,081,021,764 | $2,607,024,926 | increased by$1,526,003,162 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 663 | 1,341 | increased by678 |
| Apr 1, 2022 | Employees | 10 | 11 | increased by1 |
| Apr 1, 2022 | Clients | 46 | 70 | increased by24 |
| Apr 1, 2022 | AUM | $634,218,647 | $1,081,021,764 | increased by$446,803,117 |
| Apr 1, 2022 | Accounts | 416 | 663 | increased by247 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “AARON WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“AARON WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.