SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Aaron Wealth Advisors
Chicago, IL
Aaron Wealth Advisors LLC, CRD 298079
Firm filing updated September 15, 2026 ·
- $4.3BAssets
- 9Advisory staff
- 1,672Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals115
- Charities44
- Individuals12
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 12 | $3.7 million |
| High net worth individuals | 115 | $3.3 billion |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 clients | $1.5 million |
| Charitable organizations | 44 | $978.3 million |
| Insurance companies | Fewer than 5 clients | $4,893 |
| Corporations or other businesses not listed above | Fewer than 5 clients | $29.7 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisors (including private fund managers)
See all 4 services
- Other: "FINANCIAL CONSULTING"
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisors (including private fund managers)
- Other: "FINANCIAL CONSULTING"
Assets and accounts
- Regulatory assets$4.3 billion
- Accounts1,672
- Discretionary$4.0 billion · 1,580 accounts
- Non-discretionary$262.8 million · 92 accounts
People
- Employees16
- Advisory staff9
- Broker-dealer reps0
- Licensed insurance agents2
- Planning clients1 to 10
Advisors
6 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Aaron Wealth Advisors LLC SEC-registered investment advisor. CRD 298079, SEC file 801-113938.
- Registered with the SEC as an investment advisor (status date on record: September 20, 2018).
Is Aaron Wealth Advisors a fiduciary?
Short answer: Aaron Wealth Advisors is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
2 staff are licensed insurance agents and the firm has a related insurance company or agency.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.