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AARON WEALTH ADVISORS

CHICAGO, IL · CRD 298079 · IAPD ↗ · aaronwealth.com · 312-506-5780

$4.29BRegulatory AUM
9Advisory reps
16Employees
0Clients
1-10Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
October 2026 — AARON WEALTH ADVISORS notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
June 2026 — AARON WEALTH ADVISORS added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
72
March 2026 — AARON WEALTH ADVISORS reported RAUM up 64% ($2.61B -> $4.29B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
December 2025 — AARON WEALTH ADVISORS notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
66
April 2025 — AARON WEALTH ADVISORS reported RAUM up 34% ($1.95B -> $2.61B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
January 2025 — AARON WEALTH ADVISORS notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
October 2024 — AARON WEALTH ADVISORS now reports custody of client assets.
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.