Aurelius Family Office, LLC
Aurelius Family Office, LLC is an SEC-registered wealth manager in Bedford, NH with $315.3M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Aurelius Family Office, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 323016, SEC 801-126682, data through 2026-03-04.
- AUM (assets under management / regulatory AUM)
- $315.3M (2026-03-04)
- Firm type
- Wealth Manager
- Location
- Bedford, NH
- Employees
- 8
- Clients
- 167
- CRD
- 323016
- Ownership
- WITASCHEK, MARK, ANDREW; Winslow, Brenda, Lee
How much AUM does Aurelius Family Office, LLC have?
Aurelius Family Office, LLC reported $315.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-04).
Who owns Aurelius Family Office, LLC?
Disclosed owners and executives of Aurelius Family Office, LLC include WITASCHEK, MARK, ANDREW, Winslow, Brenda, Lee. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.