Investment adviser · CRD 143873

AEVITAS WEALTH MANAGEMENT, INC.

Investment adviser filing (IA)

WELLESLEY HILLS, MA, United States · Form ADV filed Mar 20, 2023

Regulatory AUM
$546M
Form ADV · Item 5.F
Client accounts
1,479
Accounts, not individual clients
Employees
5
Reported in this filing
Advisory professionals
4
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals230$354,924,73565.0%
Individuals164$176,546,85332.3%
Retirement plansFewer than 5$12,471,8402.3%
CharitiesFewer than 5$1,205,3310.2%
Corporations & businessesFewer than 5$889,2940.2%
Filing source

Form ADV 1729140 · Mar 20, 2023 · 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 funds

The 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: Mar 20, 2023. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Educational seminars

Compensation

Percentage of assets · Hourly · Fixed

Principal office

10 LAUREL AVE., SUITE 100
WELLESLEY HILLS, MA, 02481, United States

CRD 143873

Filing source

Form ADV 1729140 · Mar 20, 2023 · 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.