Investment adviser · CRD 298079
AARON WEALTH ADVISORS
Investment adviser filing (IA)
AARON WEALTH ADVISORS LLC
CHICAGO, IL, United States · Form ADV filed Sep 15, 2026
- Regulatory AUM
- $4.29B Form ADV · Item 5.F
- Client accounts
- 1,672 Accounts, not individual clients
- Employees
- 16 Reported in this filing
- Advisory professionals
- 9 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 115 | $3,275,078,633 | 76.4% |
| Charities | 44 | $978,291,770 | 22.8% |
| Corporations & businesses | Fewer than 5 | $29,723,076 | 0.7% |
| Individuals | 12 | $3,725,431 | 0.1% |
| Retirement plans | Fewer than 5 | $1,468,427 | 0.0% |
| Insurance companies | Fewer than 5 | $4,893 | 0.0% |
Filing source
Form ADV 2132754 · Sep 15, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 15, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
515 N. STATE ST., SUITE 1770CHICAGO, IL, 60654, United States
CRD 298079
Filing source
Form ADV 2132754 · Sep 15, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.