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AURELIUS FAMILY OFFICE, LLC

BEDFORD, NH · CRD 323016 · IAPD ↗ · 603-413-6060

$315.3MRegulatory AUM
1Advisory reps
8Employees
0Clients
101-250Planning clients
0Private funds
16States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
August 2026 — AURELIUS FAMILY OFFICE, LLC notice-filed in AR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
August 2026 — AURELIUS FAMILY OFFICE, LLC added office(s): 6 -> 7 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
April 2026 — AURELIUS FAMILY OFFICE, LLC shrank from 5 to 1 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
53
April 2026 — AURELIUS FAMILY OFFICE, LLC added office(s): 5 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
73
April 2026 — AURELIUS FAMILY OFFICE, LLC reports 101-250 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
45
February 2026 — AURELIUS FAMILY OFFICE, LLC notice-filed in WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
December 2025 — AURELIUS FAMILY OFFICE, LLC notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
March 2025 — AURELIUS FAMILY OFFICE, LLC added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
75
November 2024 — AURELIUS FAMILY OFFICE, LLC now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
42
July 2024 — AURELIUS FAMILY OFFICE, LLC notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
July 2024 — AURELIUS FAMILY OFFICE, LLC added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
50
April 2024 — AURELIUS FAMILY OFFICE, LLC added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
68
April 2024 — AURELIUS FAMILY OFFICE, LLC grew from 2 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2024 — AURELIUS FAMILY OFFICE, LLC reported RAUM up 109% ($113.6M -> $237.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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